Relationships
Show expandable text
Hide expandable textYou can add contacts as relationships to clients, such as spouses, legal representatives, and tax matters contacts. Certain relationships serve a specific purpose when selected and other relationships can only be used one time per contact.
Business clients do not have access to Onvio Center. You need to add a relationship with the contact who should have access to the client in Onvio Center.
What does "of" mean
When you select any relationship ending with "of", it means to set a relationship vice versa on another client. For example, if you list a client as the Preferred contact of a business, the client will show on the business as the Preferred contact. The client will be able to see shared folders from the business, but the business cannot see anything from the client.
Relationships
The list of relationships available to select depends on the Entity type selected for the contact.