Not every relationship is straight forward, that’s why there are a number of relationship types you can set up for your client records in Mercury Nexus.
How to setup a relationship between two contacts in Mercury Nexus
Open the CRMApp and select People from the main left-hand menu.
Open the relevant People
Select Relationships from the sub left-hand menu.
Click +Addto create a relationship between this client and a new client, or
Click Link existing contact to link one client to another existing client. Enter the client's name in the Search Peoplefield, select that record and click Add.
Select the relationship type from the Relationship drop-down box.
Note: If the contact relationship in an Opportunity is either Solicitor or Accountant, then the Relationship data will automatically populate the relevant fields in Apply Online when you click the Enter Apply Online Application button. If this data already exists in Apply Online, it will back populate into Mercury when you click the Update from AOL button.
Linking Clients who are married
If two clients are set up to be in a formal relationship (married), each time you add a client to an Opportunity, the other client will automatically be added as well. Ticking Formal will not change existing opportunities.
Note: This also ensures the married couple's living expenses are not split into individual splits in Apply Online applications.
How to add Dependents
Dependents can be captured in a few ways. Either from the People>Details tab, or by creating a child record in the People>Relationships tab. Your clients can also record their dependents in the Client Centre, under the My Details tab. This will automatically populate into your CRM. See this article for more information.