Relationship
It refers to the fundamental relationship of our system.
1.1 Account to Related Contacts: Contacts can link to multiple Accounts through Account to Related Contacts. The role of Contacts can be defined, such as Beneficial Owner, CEO, CFO, etc.
1.2 Account to Related Account: Account can link to multiple Account through Account to Related Contacts. The role of Accounts can be defined, such as Entity Owner, Parent Company, etc.
1.3 Contact to Related Contacts: Contact can link to multiple Contact through Contact to Related Contacts. The role of Contacts can be defined, such as CPA, Lawyer, Advisor, etc.
1.4 Household to Related Account: Account can link to Household Account through Household to Related Account.
Updated about 1 year ago