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Relationships

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Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee about 1 year ago in Relationships 0 In Discovery

Adding Shareholder as a Relationship Type

When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
Guest 11 months ago in Relationships 0