Setup

Add a relationship

Before you start

Make sure you're assigned to a permission group that has Contacts enabled.

Add relationships

You can add contacts as relationships to clients, such as spouses, legal representatives, and tax matters contacts.
Business clients do not have access to Onvio Centre. You need to add a relationship with the contact who should have access to the client in Onvio Centre.
When any relationship is added, the inverse relationship is automatically added to the related contact. For example, if you list a contact as the
Preferred contact of
 a business, the contact will show on the business as the
Preferred contact
.
In Onvio, you can create a Relationship while editing a Client or a Contact. You can add Relationships for both new and existing contact(s). It is important to determine if a Contact already exist to ensure you don’t create duplicate Contacts. The following are the scenarios to help you setup these types of relationships.
When editing a Client and choosing an existing Contact
  1. In Onvio Centre select
    Setup
    , then
    Client
  2. Select the Client, then select
    Edit
  3. Select the
    Relationships
     tab and select
    Add
  4. Choose the relationship (for example, Bill Contact or Billing Contact of)
  5. Above the Name field, select
    Select Existing Contact
  6. Select the Contact, then select
    Save
  7. Select
    Save
     again
When editing a Client and creating a new Contact
  1. In Onvio Centre select
    Setup
    , then
    Client
  2. Select the Client, then select
    Edit
  3. Select the
    Relationships
     tab, select
    Add
  4. Choose the relationship (for example, Bill Contact or Billing Contact of)
  5. Enter the information for that Contact
  6. Select
    Save
When editing a Contact and choosing an existing client
  1. In Onvio Centre select
    Setup
    , then
    Contact
  2. Select the Contact, then select
    Edit
  3. Select the
    Relationships
     tab and select
    Add
  4. Choose the relationship (for example, Bill Contact or Billing Contact of)
  5. Above the Name field, select
    Select Existing Contact
  6. Select the Client, then select
    Save
  7. Select
    Save
     again

This article applies to:

  • Product: Onvio
  • Audiences: Staff