The relation file - Identification section

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."
  • Type of relation: Choose between Company, Sole Proprietor, or Person.
  • 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.
  • Teams: Users in this team(s) have access to this relation. You can read more about Security - Teams.
  • Unique ID Code: AdminPulse automatically assigns a unique code to each relation.
  • Customer Code: This is an internal code that you can assign to a relation.
  • Short / commercial name: This is a “nickname” or informal name for the relation.
  • Language: Set the relation’s preferred language here.
  • End Date relation: If the relation ends, set an end date. Starting from this date, no further services will be provided.
  • Accounting no.: This number is the reference for this relation in your accounting software and is essential for exporting invoices.
  • Tags: Assigning tags allows you to group relations into categories.
  • External Links: Use these links to look up relation details in KBO/BCE, NBB, Companyweb, Openthebox, etc. The corresponding icons appear for easy access.

Box: Remarks

In the Remarks section, you can add general notes or important information about a relation. This is useful for details that don’t fit elsewhere in the relation file.

👉 These remarks are only visible in the Identification section of the relation file and do not appear elsewhere in AdminPulse.

Box: Handling level

The Handling level allows you to display a warning or restrict actions for specific relations. There are three available levels:

• Normal
  This is the default handling level. No warning is shown and there are no restrictions.
  All actions on this relation remain possible.
• Yellow / Restricted
  When you set the handling level to 'Yellow / Restricted', a yellow triangle appears next to the relation name throughout AdminPulse.
  👉 All actions are still allowed, but the triangle signals that extra attention is needed.
  💡 Add a reason in the 'Handling level clarification' field. Team members will see this when they hover over the yellow triangle.
• Red / Blocked
  If the handling level is set to 'Red / Blocked', a red triangle will appear next to the relation name.
  👉 No new actions can be performed on this relation. You won’t be able to enter registrations, create new tasks, or generate invoice numbers.
  💡 Add a reason in the 'Handling level clarification' field. This explanation will show as a tooltip on the triangle and in error messages when a user tries to perform a blocked action.
  Use this level to clearly and proactively flag risks or uncertainties related to a relation.

⏭️ Up next, explore the following section of the relation file: The relation file - Linked relations section