How to manage types of relations

Jusnote allows you to create the desired type of relation, the use of which in contacts or matters will visually show the relationship between specific persons. 

Creating the type of relation

To create the required type of relation or edit / delete existing types, you need to go to "Settings" in the left sidebar and click on the "Directories" tab.

After clicking on "Directories", you will be redirected to a page that allows you to add a new type of relationship, replace or delete an existing one. By default, the system has several types of relations that you can edit or delete. 

By clicking on the "+ Add" button, the system will open the "Create the relation" pop-up. There you can specify the name of the new type.

After saving the created type of relation, it will appear in the appropriate field in the contact or matter card.

Editing the type of relation

On the "Type of relation" page tap on "Edit" near the type that needs to be changed. 

While editing the type of relation, the same pop-up modal will open as during the creation of the new type. There you can specify a new name for the type. After editing, save your changes.

Deleting the type of relation

Select the type you need to remove and tap on the "Delete" button. 

Before deleting, the system will open the warning notification. Click "Yes" to confirm the removal

Learn more about how to manage types of legal activities in this article. 

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