Relation types in Tribe let you customise how contacts and organisations are organised and classified. By configuring these types correctly, you can ensure your data remains streamlined and focused, matching your business requirements.
Table of Contents:
Accessing Relationship Type Management
Creating Custom Relation Types
Adding and Managing Subtypes of Relations
Best Practices for Relationship Types
Quick Summary
Accessing Relationship Type Management
Go to the Configurations section in the left menu.
Select Relations under Configuration. This will show options for both organisations and persons.
You can configure Organisation and Person relations at a higher level by selecting them and editing their details directly. Alternatively, you can manage a specific category within these main relation types.
Relation types are organised into subcategories under the Organisation and Person categories, as shown below:
To hide a relation types that don’t fit your needs, click the slider button next to it. The slider will turn grey, indicating the relation is hidden from possible selections.
Once deactivated, the relation type will no longer show as an option when adding or editing a relation. This keeps your workspace clear and focused on the relation types relevant to your business.
Creating Custom Relation Types
To create a custom relation for Organisations or Persons, click on the ''+ Create your custom organization type''/ ''+Create your customer person type'' button, under the respective relation type.
Enter the singular and plural names for the new type of relation (for example, Consultant/Consultants).
Click the tick button to Save. Once saved, your new type appears in the relevant list. The new relation type is now available for selection when adding or editing organisations or persons in Tribe.
Adding and Managing Subtypes of Relations
To create a subcategory (subtype) within a relation type, choose the desired parent relation type and click into it.
Select the ''Subtypes'' tab to view and manage subcategories.
Click ''+Create your custom commercial relationship'' to add your own subtype relation.
Enter the name in Singular and Plural. And save your changes by clicking on the tick.
Commercial relationship categories can evolve over time. For example, a lead may become a prospect or a customer. They can never be both.
Only include relation types that are part of this commercial flow under this category.
Note: Subtypes can be activated or deactivated using the slider button option, just like higher-level relation types. Only relevant subtypes will appear as options for users during data entry.
Best Practices for Relationship Types
Deactivate any default or unused types to keep your system streamlined.
Use clear, descriptive names for new relation types and subtypes.
Structure relation categories to reflect natural progressions (e.g., leads, prospects, customers) and avoid mixing unrelated statuses in one category.
Note: One relationship cannot hold more than one relation (sub)type at once. For example, a person cannot be both a lead and a customer simultaneously.
Quick Summary
By following these steps, you can efficiently configure and customise your relationship types and subtypes in Tribe, helping you maintain a tidy, relevant CRM structure. This makes it easier to manage records, improve reporting, and keep your CRM aligned with your current business needs.