> ## Documentation Index
> Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Relations

> Manage contact people and representatives associated with your entities

## 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                                |
| **Email**      | 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.                  |

You can sort the list alphabetically (ascending or descending) using the **Sort** button.

***

## Relation Detail Page

Click into any relation to see its detail page, which has two tabs: **Details** and **Timeline**.

### Details

A single scrollable page that brings together everything about the relation. Use the section navigation on the left to jump between sections (or the dropdown on smaller screens):

| Section                | What it shows                                                                                                                                                |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Relation**           | The relation's contact information: name, email, phone, and department.                                                                                      |
| **Relation Entities**  | Which entities this relation is associated with. A single relation can be linked to multiple entities — for example, a lawyer who represents several labels. |
| **Relation Contracts** | All contracts that reference this relation, with columns for contract name, assignees, assignors, type, and creation date.                                   |

<Tip>
  Click the **pin** icon next to any section in the Details navigation to keep it at the top of the page. Pinned sections are remembered the next time you open a relation.
</Tip>

### Timeline

<Note>
  Agreement timelines are not generated for relations yet. This tab currently shows a placeholder. Timelines are available for [entities](/projects/crm/entities), [artists](/projects/crm/artists), and [writers](/projects/crm/writers) — see [Agreement Timeline](/projects/crm/agreement-timeline).
</Note>

***

## Linking Relations to Entities

You can link relations from an entity's **Relations** tab:

<Steps>
  <Step title="Open an entity">
    Navigate to **CRM** → **Entities** and open the entity you want to add a relation to.
  </Step>

  <Step title="Go to the Relations tab">
    Click the **Relations** tab on the entity page.
  </Step>

  <Step title="Click + Relation">
    Click the **+ Relation** button in the top-right corner.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Link">
    Click **Link** to associate the relation with this entity.
  </Step>
</Steps>

### 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:

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

### 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

<Steps>
  <Step title="Open the parent relation">
    Navigate to the primary relation record (the one with the merge badge).
  </Step>

  <Step title="View Relation Links">
    Scroll to the **Relation Links** section to see all merged records.
  </Step>

  <Step title="Check reasoning">
    Hover over the sparkle icon next to any merged relation to see why the AI determined they were the same person, along with the merge date.
  </Step>
</Steps>

<Note>
  When clicking on a merged relation from anywhere in the platform, you'll be automatically redirected to the parent (primary) relation record.
</Note>

### Unmerging Relations

If relations were incorrectly merged:

<Steps>
  <Step title="Open the parent relation">
    Navigate to the primary relation record.
  </Step>

  <Step title="Find the merged record">
    In the **Relation Links** section, find the incorrectly merged relation.
  </Step>

  <Step title="Click Unmerge">
    Click **Unmerge** next to the record. Confirm in the dialog that appears.
  </Step>
</Steps>

The relation becomes independent again and reappears in the main relations list.

***

## Related Features

<CardGroup cols={2}>
  <Card title="Entities" icon="building" href="/projects/crm/entities">
    Manage the companies and organizations your relations are linked to.
  </Card>

  <Card title="Agreement Timeline" icon="calendar-clock" href="/projects/crm/agreement-timeline">
    View agreement history per entity, artist, or writer.
  </Card>
</CardGroup>