A relation can be an individual (an employee), or a business (an affiliated center).

 

 

For details on the properties, see Allocation of properties.

 

If a property is assigned to a relation in the client's file, it will be identified by a star. Click on the type of relation to change one or more properties.

 

 

 

1.If you are still in the file of the client, click on the sub-tab "Relation".

 

•Otherwise, open the "Client" window, you are in search mode, you will notice that the fields are green.

•Enter the name of the client in the field "Client Name", and click on the icon (Execute a search) to open the client file.

•Under the "Contact" tab, click on the sub-tab "Relation".

2.To add or change an information for an existing contact, click on the icon (Open file) at the right of the name to open the file of this contact.

3.Select the area in which you want to add or modify an information.

4.Click to save or , to ignore the modification.

 

When adding a relation in a file of a "Client", PRIM searches among existing contacts.

 

       Add a relation - Existing contact in PRIM

 

In the example below, we will add an individual relation, an employee.

 

1.Click on the sub-tab "Relation".

2.In the list of the relations, click on a blank line or on the icon (Insert) on the main toolbar to display the selection window.

3.Select the option "Employee". Click on .

 

 

4.The "Contacts management" window will be displayed.

5.Search the contact you want to add in the list by entering its name in the "Name" field and click on the icon (Execute a search) to display the file.

6.Click on .

7.The "Add a relationship to the contact " window is displayed. Check the properties that you want to assign to this contact.

 

 

8.Click on to save or on , to ignore the modification.

9.The contact is displayed in the "Relation” area.

 

 

       Add a relation - New contact in PRIM

 

In the example below, we will add an individual relation.

1.In the client file, select the sub-tab "Relation". In the list of relations, click on a blank line or on the icon (Insert).

2.The window "Selection of value" is displayed. Choose from the proposed items.

3.The window "Contacts management" will be displayed.

4.Click on the icon (Insert) to go in input mode.

5.Click on the icon (Edit), enter the information in the window, click on the button and on the icon (Save).

6.Click in the different areas of the window “Contacts management" where you want to add information. Click on and on the icon (Save).

7.Click on the button .

8.The “Contacts management" window closes. The "Add a relationship to the contact " window is displayed. Check the properties that you want to assign to this contact.

9.Click on to save or on , to ignore the addition or modification.

10.The contact is displayed in the "Relation” area.

 

 

 

       Receiver of service

 

A service receiver must be a contact existing in PRIM, a "client" type.

 

In the example below, we will add a business relation, a receiver of service.

 

1.Click on the sub-tab “Receiver of service".

2.In the area, click on an empty line, the "Selection of value" window is displayed.

3.Select the option “Affiliated center". Click on .

 

 

4.The "Contacts management" window will be displayed.

5.Search for the contact by entering its name in the "Name" field, click on the icon (Execute a search) to display the file.

6.Click on .

7.The window "Add a relationship to the contact " is displayed.

9.Click on to save or , to ignore the addition or modification.

There is no property to assign to a receiver of service.

 

 

       Partner

 

A partner must be a contact existing in PRIM, a "client" type.

 

In the example below, we will add a business relation, a partner.

 

1.Click on the sub-tab "Partner".

2.In the area, click on an empty line, the window "List of values" is displayed.

3.Select the option "Affiliated center". Click on .

 

 

4.The "Contacts management" window will be displayed.

5.Search for the contact by typing its name in the "Name" field, click on the icon (Execute a search) to display the file.

6.Click on .

7.The window "Add a relationship to the contact " is displayed. Check the properties that you want to assign to this contact.

9.Click on to save or , to ignore the addition or modification.

 

 

 

       Partage des relations

 

To begin it is important to understand that "Relationship", "Receiver of service" and "Partner" are all types of relationships.
 

The "Sharing of the relations" button available in the "Relation", "Service receiver" and "Partner" tabs allows you to quickly share a relationship with another client.

 

To be able to share relations, the "Contact sharing" configuration must first be checked.

 

1.Navigate under the "System" tab of the main ribbon

2.Under the "Contact configuration" module

3.Under the "Relation type" tab

4.Make sure the relation types have the box "Contact sharing" checked.

 

 

Use steps:

 

1.Find a client in PRIM with at least 1 beneficiary under the "Service receiver" tab and at least a "Regroupment" under the "Partner" tab


From the "Service receiver" tab, click on the "Sharing of the relations" button
 

2.As the button has been pressed from the "Service receiver" tab, we have in the left panel the "Service receiver" relation type, and we have on the right the list of other relation types available for this client. ("Relation" and "Partner")
 

3.Now tick "Recipient" contacts with whom you want to share the relations. In this example, we are going to share the beneficiary with another customer having the type "Grouping".
 

4.Press (Save) for the changes to take effect.

 
The drop-down menu where you can see the value "Service receiver" indicates that the sharing form has been opened from this tab. If you want to share another type of relation (for example a partner), you can either close the sharing form and reopen it under the "Partner" tab, or change the drop-down menu to the value "Partner" which will have the same effect.
 

5.Now navigate to the client's profile "Magasin Wy (Maison Mère)" to verify that he now has the relation with "Mr. Tremblay"