Make relationships smarter | Voters

Make relationships smarter

live

Kristen Salinas

When clients are added, if a relationship is indicated between two clients, TS populates that same relationship in the corresponding profile. For example, if I say Jim is Mary's husband, then I want TS to automatically add Mary as Jim's wife.

September 20, 2024

Jacey Jones

marked this post as

live

Sapphire Octopus

At one point we were told that relationships were going away with the addition of roles in groups. Is this not true? If both are going to stay, can we make the relationships translate to the groups and vice versa to avoid busy work?

Jacey Jones

marked this post as

in progress

Jacey Jones

Merged in a post:

Make Relationships Reciprocal

Acceptable Panda

If I connect two clients, show the connection on both client profiles. Currently we need to add the relationship to both profiles.

April 8, 2025