In AdminPulse, you store all relation data in the relation file. You can easily access the relation file and find all the information you need to simplify relation management.
How do you open a relation file?
You can open a relation file in several ways:
- Relations list: Go to Relation files > Relations and select a relation from the list.
- Search box: Use the search box to type the relation’s name.
- Recently opened relations: Click on one of the recently opened relations.
For instructions on how to open a relation file from other pages in AdminPulse, see here.
💡Tip: Do you use the relation file to go over information with your relation? You can hide the recently opened relations, so your relation doesn’t see which other clients you work with.
Useful shortcuts in a relation file
When the relation file opens, at the top you’ll see a ribbon with relevant information and a few handy shortcuts:
- Phone, email, and location icons: Click to copy the information.
- Unpaid invoices (1): Click here for a list of unpaid invoices for the relation.
- File completeness (2): This shows which data is still missing to complete the file (see message in the bottom right of your screen).
- See all documents (3): It takes you to all the documents saved in AdminPulse for this relation.
- More actions (4): Here you can, among other things, view the audit log of the file.
- Expand all (5): Make all sections in the file visible in one go, allowing you to easily search for specific fields with your browser's search feature (CTRL+F), or use the search field on the left side.
Sections in the Relation file
Depending on the status and type of the relation, the file may contain various sections, such as:
- Identification
- Linked relations
- Communication
- Invoicing
- Accountant information
- Letters
- Legal
- Fiscal
- Anti-money laundering
- UBO
- Task management
Each section consists of different boxes, where specific types of data can be filled out. You can manage, update, and organize information by section.