NeonCRM allows you to track relationships between accounts in several ways:
Company Contacts allows you to track your contacts on Company accounts. Company Contacts are only accessible on Company accounts. Learn how to create and manage company contacts here.
Both Individual and Company accounts have a Relationships section. This section allows you to create connections between accounts that do not fall under the category of Household or Company relationships
To add a relationship of this type, open the Relationships section of the first account's detail page and click New Relationship.
If you want to link a account (Individual or Company) to an Individual account, select New Relationship > To Individual. If you want to link a account (Individual or Company) to a Company account, select New Relationship > To Company.
In the data entry window, start typing the name of the related account in the Related Individual (or Company) field.
NeonCRM will begin looking for a matching account based on the name.
When you find a match, select it from the list and add Roles and/or From and To dates of the relationship (if applicable).
Click Create Relationship to save your changes. The Relationships section of both accounts will now update accordingly.
The icon in the top left corner of each relationship record indicates if the account's relationship is with an Individual or Company. If you ever need to edit or delete a relationship, open the Actions Menu for the relationship record and select Edit or Delete Relationship as needed.
This section should be used exclusively to note employment relationships between an Individual account and a Company account.
To add Employment History from this section, navigate to the Employment History of the individual's account and click New Employment Entry.
Start typing the name of the individual's employer into the Company Name field. NeonCRM will start searching for matching names of Company accounts in the database.
If you find a match, select it from the list to link the Employment entry to that account. If no match is found, choose the Create "[company name]" option to enter the new company name.
In the Affiliation section, you can specify start and end dates of employment as well as the department and job title. You can also uncheck the This is a current company contact box if you would like to record and track past employment history.
Click Create Contact to save your changes. The Employment History section of the individual's account will be updated.
If the Company does NOT have its own account, their name will appear as plain text in the Employment record. If you linked the employment record to an existing Company, their name will appear as a blue link.
You can click this link to navigate directly to the employer's Company account.
If you ever need to edit an individual's Employment history, go to the Employment History section of that account, open the Actions Menu of the Employment record you want to edit, and select Edit Contact.