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Link contacts
Record a recognisable relationship between two contacts in the same administration.
A contact relationship describes how two existing contacts relate, such as director of, parent of, employer of or contact person at. It is informational and grants no access or financial authority.
Step by step
- 1Open one of the two contacts and choose Add relationship.
- 2Select the other contact from the same administration.
- 3Choose the relationship type and check the direction of the wording.
- 4Add the relationship and review how it appears from both contacts.
- 5Remove the relationship when it no longer applies; the contacts and their financial data remain.
What is on the screen?
- First and second contact
- Relationship type
- Direction and inverse wording
What happens next?
Boekhouden stores one relationship and shows the suitable wording from either contact. A contact cannot be linked to itself, and an informational relationship creates no user, shareholder link or current-account route.
Continue reading
Add a contact
Add a person or organisation using only the details needed for the relationship.
Read guidance →Shareholders
Where available, link an existing contact as shareholder; Boekhouden immediately prepares the current-account relationship.
Read guidance →Linked administrations
Record a deliberate relationship between two administrations and their representing contacts.
Read guidance →