Understanding contact relationship types

When you link a contact to a client, you choose a relationship type that describes how they are connected. The options available depend on the client's entity type.

Individual

Self - the contact is the individual client themselves. Spouse - the client's spouse. Partner - the client's domestic partner. Power of Attorney - a person with legal authority to act for the client. Other - any other relationship.

Sole Trader

Self - the contact is the sole trader themselves. Business Partner - a co-owner or key business associate. Power of Attorney - a person with legal authority to act for the client. Other - any other relationship.

Company

Director - a director of the company. Business Partner - a co-owner or key business associate. Trustee - a trustee connected to the company. Power of Attorney - a person with legal authority to act for the company. Other - any other relationship.

Family

Spouse - the primary client's spouse. Partner - the primary client's domestic partner. Child - a child of the family group. Parent - a parent of the family group. Sibling - a sibling of the family group. Other - any other relationship.

Trust

Trustee - a trustee of the trust. Beneficiary - a beneficiary of the trust. Power of Attorney - a person with legal authority to act for the trust. Other - any other relationship.

Relationship type and primary contact

The relationship type has no effect on which contact is set as primary. A primary contact can hold any relationship type.