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Workbooks Web Insights
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
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Electronic Signing Tools
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DocuSign - Worked Examples
- DocuSign Example - Taking Payments
- DocuSign Example - Updating Related Records
- Docusign Example - Multiple Document Sends
- DocuSign Example - Creating a Template for Cases
- DocuSign Example - Creating a Template for Organisations
- DocuSign Example - Creating a Template for People
- Creating a Document with a Workbooks PDF
- Creating a Document with a DocuSign Template
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- Setting up the DocuSign Integration
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Setting up Zaps
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- Workbooks Glossary
How to Record Third Party Relationships
Party Relationships are created via the People or Organisation tabs on a Party record. These relationships are constrained by the type of the Party record and the tab from which you are creating the relationship, which identifies the type of the target record. Only relationships valid between the source and target record types are shown.
The example below demonstrates the creation of a Party Relationship between two People records where Jamie Russell is the supervisor of Bill Jones.
Open a Person record, and then select the People tab along the top of a record. From here, you will see a button called "Add 3rd Party Relationship":
The dialogue box that appears on the screen allows you specify details about the Relationship. By default, you can specify the following information:
- The first picklist (top left-hand column) will show all of the Relationships from the Party Relationships Customisation screen that have been marked as a "3rd Party" and are valid between two people.
- The second picklist (top right-hand column) will show a list of People that you can relate your record to. The list is dependent on how you have configured the relationship and is controlled by the "Party Type" picklist on the Relationship Configuration screen.
- Relationship status - Defines whether the relationship is Open, Closed, Awaiting Review or Suspended.
- Valid From - Date field to hold when this relationship started or is due to start.
- Valid Until - Date field to hold when this relationship finished or is due to finish.
- Comments - A simple Rich Text Field to collect any relevant notes.
You can create custom fields to capture additional information about the Relationship via Start > Configuration > Customisation > Record Types > Party Relationships > Fields.
Above: In this example, Jamie Russell is the supervisor of Bill Jones. We've specified the relationship is "Open" to signify the current relationship between two People.
Click "Add" when you are happy, remembering that you can update this data later on if circumstances change. Once you have added the relationship, you will be returned to the People tab where you can see an overview of that person's related People. To open the Relationship, right click in the 'Relationship' column to open the context menu and select "Open relationship between xxx and xxx".
- Summary - This contains an overview of what has happened with the relationship over time including audit so you can track changes.
- Notes - Additional information about the relationship that you may not necessarily want to show on the front of the record.
- Activities - Allows you to create Activity records where reminders can be set to follow up on Relationships and ensure that your data is kept up-to-date.
- Emails - Communications between the related people are stored here.
- Related Items - You can relate other record types here that might be useful for ease of access.
The behaviour described in this section also applies to creating Relationships from the Organisations tab as well.
Deleting Third Party Relationships
You need to open the Relationship to delete it. As above, right click in the Relationship column to open the context menu and select "Open relationship between xxx and xxx", then click "Delete"
NOTE: Sometimes you may see that a Person appears twice on the People tab of an Organisation, for example; this does not necessarily mean that there is a duplicate Person, but instead that there is a duplicate relationship. Open both relationships to compare them before deleting one.