User Guide: Main Features > Working with Contacts > Relationships
NLS Interface
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Relationships

The Relationship tab allows you to add a contact relationship, a contact - loan relationship, or an address book entry.

To create a relationship between two Contacts, between a contact and a loan, or to create an address book entry, query one of the contacts and select the Relationships tab.


Click Add.

On the Add Relationship window, choose whether this is a Contact Relationship or an Addressbook entry. If adding a relationship, click next to the Contact Number field to look up the Contact that you want to link to the currently selected Contact. Enter a search criteria on the Find Contact window then click the Find Now button.

The Contacts that meet your criteria will be loaded onto a list at the bottom of the Find Contact window. Double-click the correct contact.

You will be returned to the Add Relationship window, and the Contact number will automatically be entered into the Contact Number field. Select a Relationship code from the drop down list then click OK to save the new Contact relationship. A relationship will be added to both Contacts.

NLS 5.7 and later

When an Employer type relationship is added as an Addressbook, additional fields will become available in the Relationship tab.

DetailsEnter details about the contact’s occupation.
IncomeEnter details about the contact’s income.
Pay Dates

Enter details about the contact’s pay date.

Pay Frequency Type

Additional fields for specified pay frequency types:

WeeklySpecify the day of the week in the Day of week field.
Bi-WeeklySpecify the day of the week in the Day of week field and the week number in the Week Number field.
Semi-MonthlySpecify the two days of the month in the Day Of Month fields.
MonthlySpecify the day of the month in the Day of Month field.
CPPCanadian Pension Plan payments are on the third to the last business day of the month, except for December where it is the third to the last business day before Christmas.

The Next Known Pay Date is a calculated future date based on the Pay Frequency Type and the Next Pay Date if the Next Pay Date is equal to or prior to the current system date. Next Known Pay Date will be blank if the date entered in Next Pay Date is already in the future. Subsequent Pay Date is manually updated and used for reference only.

Credit Bureau/Forward Statement/Notes tab

ECOA Code Select the ECOA Code associated with this relationship for credit bureau reporting.

NLS 4.10.7 and later

Consumer Info Indicator
Select the Consumer Info Indicator code associated with this relationship for credit bureau reporting.

NLS 4.10.7 and later

Forward statement to this contact
When selected, the statement generated for the loan will contain additional page(s) addressed to the related contact.

NLS 4.10.7 and later

Forward late notice to this contact
When selected, the late notice generated for the loan will contain additional page(s) addressed to the related contact.
Notes Enter any notes for this relationship into this field.


Updated: 2018.09.12


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