Overview
Relations are contact people and representatives associated with entities in your CRM — people like A&R reps, lawyers, accountants, royalty contacts at a label, or any individual you deal with in the context of a business relationship. Each relation stores basic contact information and can be linked to one or more entities.What a Relation Contains
| Field | Description |
|---|---|
| Name | The person’s full name |
| Contact email address | |
| Phone | Contact phone number |
| Department | Their department or role (e.g., “Royalties”, “Legal”) |
The Relations List
Navigate to CRM → Relations to see all relations across your project. You can switch between two views using the dropdown:| View | What it shows |
|---|---|
| View by Name | A flat list of all relations, each showing their name, linked entity, and a merge badge if applicable. Click View to open the relation’s detail page. |
| View by Entities | Relations grouped by entity — shows each entity and the relations associated with it. Click View Entity to go to that entity’s page. |
Relation Detail Page
Click into any relation to see its detail page, which has two tabs:Details
Shows the relation’s contact information: name, email, phone, and department.Entities
Shows which entities this relation is associated with. A single relation can be linked to multiple entities — for example, a lawyer who represents several labels.Contracts
Shows all contracts that reference this relation, with columns for contract name, assignees, assignors, type, and creation date.Linking Relations to Entities
You can link relations from an entity’s Relations tab:Select or create a relation
Search for an existing relation in the dropdown. If the person doesn’t exist yet, type their name and click to create a new relation.
Editing a Relation
On an entity’s Relations tab, click the three-dot menu next to any relation to:- Edit — Update the relation’s contact details
- Unlink — Remove the relation from this entity (the relation still exists in the project, just no longer linked to this entity)
Smart Deduplication
When contracts are processed, relations (contacts and representatives) are automatically extracted and matched using:- Exact name match — Direct name comparison
- Contact info match — Email or phone number matching
- AI semantic matching — Fuzzy matching for name variations
Automatic Merging
When a potential duplicate is detected, the AI evaluates name similarity, email and phone overlap, and associated entity relationships. The system automatically merges duplicates when confident, preserving all data from both records. Merged relations show a +N merged badge in the relations list.Viewing Merge Reasoning
When clicking on a merged relation from anywhere in the platform, you’ll be automatically redirected to the parent (primary) relation record.
Unmerging Relations
If relations were incorrectly merged:
The relation becomes independent again and reappears in the main relations list.
Related Features
Entities
Manage the companies and organizations your relations are linked to.
Agreement Timeline
View agreement history per entity, artist, or writer.