Add a relationship

DETAILED PROCEDURE

Here is a detailed procedure for adding a relationship in Prodon Web.

Access the Relations Section

• Open the record of the relevant client.
• Click on the “Relations” tab.

Add a New Relationship

• Click the “Add” button in the top right corner.

Define the Type of Relationship

• Select the appropriate relationship type (e.g., parent, partner, employer, etc.).
• If needed, click the button to reverse the relationship type.
• Choose whether the relationship involves an individual or a company.

Search for the Individual or Company

• In the search bar, enter the name of the individual or company.
• Click “Search.”

Select or Create a Record

• If the person or company already exists, select them from the list.
• Otherwise, click:
  
  • “Add new individual”
  • “Add new company”

Finalize the Relationship

• Click “Next.”
• (Optional) Fill in the additional information.
• Click “Add” to save the relationship.

Additional information is available in our Frequently Asked Questions, accessible in the following documentation:
FAQ – Add a Relationship