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Setup

Add a relationship

Before you begin

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 don’t have access to Onvio Center. You need to add a relationship with the contact who should have access to the client in Onvio Center.
When you add a relationship, the system automatically adds the inverse relationship to the related contact. For example, if you list a contact as the preferred contact for a business, the business will show the contact as its preferred contact.
In Onvio, you can create a relationship when you're editing a client or a contact. You can add relationships for new and existing contacts. Before adding, check if the contact already exists to avoid duplicates.
Here are some scenarios to help you set up these relationships.
Edit a client and select an existing contact
  1. Select
    Setup
    , then
    Client
     in Onvio Center.
  2. Select the Client, then select
    Edit
    .
  3. Select the
    Relationships
     tab, then select
    Add
    .
  4. Select the relationship (for example, Bill Contact or Billing Contact of).
  5. Preceding the
    Name
     field, select
    Select Existing Contact
    .
  6. Select the Contact, then select
    Save
    .
  7. Select
    Save
     again.
Edit a client and create a new contact
  1. Select
    Setup
    , then
    Client
     in Onvio Center.
  2. Select the Client, then select
    Edit
    .
  3. Select the
    Relationships
     tab, then select
    Add
    .
  4. Select the relationship (for example, Bill Contact or Billing Contact of).
  5. Enter the information for that Contact.
  6. Select
    Save
    .
Edit a contact and select an existing client
  1. Select
    Setup
    , then
    Contact
     in Onvio Center.
  2. Select the Contact, then select
    Edit
    .
  3. Select the
    Relationships
     tab and select
    Add
    .
  4. Select the relationship (for example, Bill Contact or Billing Contact of).
  5. Preceding the Name field, select the
    Select Existing Contact
    .
  6. Select the Client, then select
    Save
    .
  7. Select
    Save
     again.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff