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 Center. You need to add a relationship with the contact who should have access to the client in Onvio Center.

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 Center 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 Center 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 Center 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

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