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Overview

Relations define how entities in your CRM are connected to each other. Understanding these relationships helps you see the full picture of your business network and how data flows between parties. CRM Relations

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Relation Types

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Corporate Relationships

TypeDescription
Parent CompanyOwns or controls another entity
SubsidiaryOwned by a parent company
AffiliateRelated through common ownership
Joint VentureJointly owned entity
DivisionInternal division of a company

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Business Relationships

TypeDescription
DistributorDistributes for another entity
Sub-PublisherRepresents publisher in a territory
Sub-LabelOperates under a parent label
LicenseeLicensed rights from another entity
LicensorGrants rights to another entity

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Service Relationships

TypeDescription
ManagementManages artists or catalog
AdministratorAdministers publishing rights
AgentActs on behalf of another entity
AccountantProvides accounting services

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Viewing Relations

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Relations List

Navigate to CRM → Relations to see all defined relationships:
ColumnDescription
Entity AFirst entity in relationship
RelationshipType of relationship
Entity BSecond entity in relationship
TerritoryGeographic scope (if applicable)
StatusActive, inactive, pending

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Relationship Graph

Visualize entity networks.

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Creating Relations

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From Entity View

1

Open Entity

Navigate to one of the entities.
2

Go to Relations Tab

Click on the Relations tab.
3

Add Relation

Click Add Relation.
4

Select Related Entity

Search for and select the other entity.
5

Define Relationship

Choose the relationship type and direction.
6

Save

Relation is created and visible on both entities.

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From Relations View

1

Go to Relations

Navigate to CRM → Relations.
2

Click Create

Click Create Relation.
3

Select Entities

Choose both entities involved.
4

Define Type

Select the relationship type.
5

Add Details

Add territory, dates, and notes.

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Relation Details

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Basic Information

FieldDescription
EntitiesThe two connected entities
Relationship TypeNature of the relationship
DirectionWhich entity is parent/primary
StatusActive, inactive, historical

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Additional Details

FieldDescription
TerritoryGeographic scope
Start DateWhen relationship began
End DateWhen relationship ended (if applicable)
NotesAdditional context
Contract ReferenceLink to governing contract

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Editing Relations

1

Find Relation

Navigate to the relation in the list or entity view.
2

Click Edit

Click the edit icon on the relation.
3

Make Changes

Update relationship details.
4

Save

Changes are saved to both entities.

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Relationship Direction

Some relationships are directional:

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Parent → Child

Universal Music Group (Parent)
    └── Republic Records (Subsidiary)

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Two-Way

Publisher A ←→ Sub-Publisher B
(Territory: Germany)

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Defining Direction

1

Select Primary Entity

Choose the “parent” or primary entity.
2

Select Secondary Entity

Choose the “child” or secondary entity.
3

Verify Direction

Confirm the relationship reads correctly.

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Relationship Impact

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Contract Context

Relations help with:
  • Understanding parties in contracts
  • Identifying relevant agreements
  • Tracking rights flows

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Statement Processing

Relations assist with:
  • Identifying statement sources
  • Understanding payment chains
  • Reconciling distributed revenue

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Catalog Tracking

Relations clarify:
  • Rights holder hierarchies
  • Distribution chains
  • Administrative relationships

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Common Scenarios

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Smart Linking & Deduplication

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Automatic Matching

When contracts are processed, relations (contacts and representatives) are automatically matched using:
  1. Exact Name Match - Direct name comparison
  2. Contact Info Match - Email or phone number matching
  3. AI Semantic Matching - Fuzzy matching for name variations

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AI-Powered Deduplication

When a potential duplicate is detected, the AI evaluates:
  • Name similarity and variations
  • Email and phone overlap
  • Associated entity relationships
The system automatically merges duplicates when confident, preserving all data from both records.

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Viewing Merge Reasoning

When relations are automatically merged, you can view the AI’s reasoning:
1

Open Parent Relation

Navigate to the primary relation record.
2

Go to Relation Links

Scroll to the Relation Links section to see merged records.
3

View Reasoning

Hover over the lightbulb icon next to any merged relation to see why the AI determined they were the same person.
When clicking on a merged relation from anywhere in the platform, you’ll be automatically redirected to the parent (primary) relation record.

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Unmerging Relations

If relations were incorrectly merged:
1

Open Parent Relation

Navigate to the primary relation record.
2

Go to Relation Links

View the merged relation records.
3

Click Unmerge

Click Unmerge next to the incorrectly merged record.
4

Confirm

The relation becomes independent again.
When merging entities, relations are handled:
1

Select Primary Entity

Choose which entity to keep.
2

Review Relations

See how relations will be transferred.
3

Resolve Conflicts

Address any duplicate or conflicting relations.
4

Confirm Merge

Complete the merge process.
Relations are automatically transferred to the surviving entity during merge.

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Reporting

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Relationship Reports

Generate reports on your entity network:
ReportDescription
Corporate StructureVisualize ownership hierarchies
Sub-Publishing NetworkMap territorial representation
Distribution MapShow distribution relationships
Contact DirectoryExport entity contact lists

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Best Practices

Document relationships even when they seem obvious.
Specify territories for territorial relationships like sub-publishing.
Update relationship status when business relationships change.

Entities

Learn about managing entity records.

Artists

Learn about managing artists and performers.

Writers

Learn about managing songwriters and composers.

Contracts

Contracts that define these relationships.