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Categories Relationships
Created by Guest
Created on May 15, 2024

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 or Employee. In this regard, an additional option for a Shareholder would be helpful.

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