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.
Quality review per criterion in the relation file
At the top of the relation file, you can see the quality review per criterion for this relation. The icon next to each criterion shows the status:
- Green check mark: compliant (OK)
- Orange warning icon: partially compliant (attention needed).
- Red cross: not compliant (action required).
- Grey cross: not applicable for this relation.
Click a criterion to jump directly to the correct section in the file.
💡 Don’t you see the quality review overview at the top of the relation file? That is because it is only available for relations with status Customer or Prospect. Relations with status Other do not have a quality review, so you won’t see this overview there.
Sections in the Relation file
Depending on the status and type of relationship, the relationship file may contain different sections. Use the links below to learn more about each section:
- 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.