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.