Relationship types and properties are a key part of Workiro's ability to mould itself to you and your organisation.
Want to organise and categorise your contacts?
Want to focus on specific groups of people?
Want to see tasks, conversations and files specifically related to your clients or to your suppliers?
Relationship types are completely customisable within your Workiro team account and allow you to label, group, filter and manage connections based on the nature of your relationship(s) with them, such as:
- Supplier / Vendor
Whilst everyone within a Workiro team account can view the list of relationship types in Settings -> Relationship Types, Team owners are the only people that can add, edit and delete items. You can set up as many relationship types as you need.
Once the Team Owner has set up these types, anyone in the team can use them to categorise contacts.
Relationship types can be applied to a connection:
1. When you initially add the email address as a connection
2. Or anytime after they've been added, by editing the connection's profile.
Connections can have more than one relationship type if needed e.g. Customer and Vendor.
Once any connections have been tagged by relationship type, you can filter and view them easily from the directory.
Relationship type properties
Relationship type properties allow you to add additional information for each relationship for reference. For example, every connection with a relationship type of 'Customer' may require the property 'Customer_Code'. If you are integrating with a third party system you will want to enable a property specific to the integration.
You can add properties when you create a new relationship type, or edit the relationship type from it's menu.
The properties are available when adding the relationship to a connection.
Relationship type properties for integrations
When used in combination with the powerful Workiro Hyperlink API relationship type properties enable a third party system to reference connections in Workiro. Setting the correct relationship type and properties is a prerequisite for the integration to work. Refer to the following table to ensure you have set up correctly.
|Integration||Relationship Type||Relationship Type Property|