Relationship Mapping
How to Move Professional Relationships from a Contact to a Household
The G5 Migration puts relationships on the individuals. However best practices require some relationships to be put on the Household instead. This procedure is the easiest way to move those relationships to their proper place. Make sure all ...
G5 Relationship Map - Custom Fields and Hierarchy
Every household, contact, and company has relationships. Tracking who is connected to who and what the nature of that connection is, is vital to The Bill Good Marketing System. In G5, most relationships are displayed in the Hierarchy tab of each ...
Relationship Hierarchy
The relationship hierarchy displays all the relationships other entities have with the entity you are looking at. It uses a tree-type view. This structure is company and household oriented, but the tree also displays user-created relationships ...
Hierarchy tab
The Hierarchy tab displays the relationships between one Household or Contact and others. Each name listed acts as a hyperlink to that record. The Hierarchy tab has two sections: Company and Household. The Company subtab displays all the ...