Company and contact relations in SuperOffice CRM

Relations in SuperOffice CRM allow you to establish connections between companies and contacts. Relations always consist of two parties: one active and one passive. For example, “Company A owns Company B,” where Company A is the active party and Company B is the passive. This guide provides an overview of how to view, add, and manage these relationships, making it easier to track complex structures, associations, or any custom relationships your business requires.

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Examples of relations

Examples include ownership structures, partnership agreements, or personal relationships between contacts.

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View relations

The Relations section tab, available on both Company and Contact screens, displays relationships between the current entity and other companies or contacts. To view more details or to edit, double-click a row to open the Relation dialog.

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Add relation

1. Go to the Company or Contact screen where you wish to add a relation.
2. Select the Relations section tab.
3. Click Add to open the Relation dialog.
4. Specify the parties:
   • Active: Select a company or contact.
   • Passive: Select the other entity involved in the relation.
5. Choose relationship type: Select the type of relation, such as “owns,” “employed by,” or “partner” from the Relation list. The available options depend on whether the relationship is between a contact and a company or between two contacts. The Result field will auto-update to reflect the relationship based on your selections.
6. Add a description (optional): Include additional information if needed.
7. Click Save to create the relation.

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Delete relation

1. Go to the Relations section tab on either the Company or Contact screen.
2. Find the relation you want to delete, right-click, and select Delete.
3. In the dialog that appears, click Yes to confirm.

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Additional tips

• Dropdown search: When selecting the active and passive parties, start typing the company or contact’s name to quickly search and find it.
• Relationship types: Relationship types are defined in Settings and maintenance. Customizing these allows you to better reflect your organization’s specific needs.