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.
NLS 5.21 and laterEmployer type relationships are managed in its own Employment tab.
Choose the relationship code from the Relationship drop down list. The list will contain relationship codes configured in the Relationships and Contact-Loan Relationships setup.
NLS 5.23 and laterAddressbook entries are entered in the Addresses tab when the hide Addresses option is not selected for the contact type.
Choose whether this is a Contact Relationship or an Addressbook entry.
If this is a contact 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 laterWhen an Employer type relationship is added as an Addressbook, additional fields will become available in the Relationship tab.
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
|Select the Consumer Info Indicator code associated with this relationship for credit bureau reporting.|
|When selected, the statement generated for the loan will contain additional page(s) addressed to the related contact.|
NLS 4.10.7 and later
|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.|