The 'Identification' section displays general information about the relation. Some important fields include:
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Status: Indicate whether the relation is a Prospect, Customer, Own company, or Other. Relations that are contacts for other accounts should be marked as "Other."
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Type of relation: Choose between Company, Sole Proprietor, or Person.
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Profiles: You can define the roles such as Associate, Responsible, Assistant (Senior, backup or invoicing). Tasks from Task Templates can be automatically assigned to these profiles.
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Teams: Users in this team(s) have access to this relation. You can read more about Security - Teams.
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Unique ID Code: AdminPulse automatically assigns a unique code to each relation.
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Customer Code: This is an internal code that you can assign to a relation.
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Short / commercial name: This is a “nickname” or informal name for the relation.
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Language: Set the relation’s preferred language here.
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End Date relation: If the relation ends, set an end date. Starting from this date, no further services will be provided.
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Accounting no.: This number is the reference for this relation in your accounting software and is essential for exporting invoices.
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Tags: Assigning tags allows you to group relations into categories.
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External Links: Use these links to look up relation details in KBO/BCE, NBB, Companyweb, Openthebox, etc. The corresponding icons appear for easy access.
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⏭️ Up next, explore the following section of the relation file: The relation file - Linked relations section