Navigation:  How to Create and Link Entities > Account Links and Relationship Links

There are basically two categories of links: account links and relationship links.

 

Account links are links to information associated with accounts, such as name, location, phone number, mailing label, and account owners. 

 

Relationship links give you the ability to track person-to-person relationships, such as these:

 

•spouses;

•parent and child;

•siblings;

•friends;

•partners;

•associates.

 

Linking helps you track complex relationships (such as many loans secured by one large property), or the amount of money in accounts not owned by the customer, but influenced by the customer through his or her personal relationships with the account’s owners.