Customise + administer relationships

MYP contains a list of standard relationship options however custom relationships can also be created. Relationships are a good way to define groups of clients. They provide the ability to search for clients utilising the relationship and to also set permissions for team access.

Create custom relationships

Select ‘Customisation’ from the side navigation menu
Select ‘Relationships’
Select ‘Create custom relationship’ + enter details as required
Select ‘Save’

The order of the custom relationships can be changed by clicking and dragging the grey icon beside the relevant custom relationship. The custom relationships and their order will be reflected in the ‘Client’ screen.

Edit or archive custom relationships

Select ‘Customisation’ from the side navigation menu
Select ‘Relationships’
Select ‘Edit’ to modify a relationship, or ‘Archive’ if required
Select ‘Save’

Relationship permissions (ARM Pro only)

When creating or editing a relationship, access permissions can be set by team. If permission is set to ‘Not visible’ for a team, that relationship tab is not visible for any team member. Any client and their contacts assigned to that relationship will also not be visible to that team.

NB: Opportunities, projects and their tasks for inaccessible clients will still be accessible as will the ability to Generate Reports and Import/Export data.