Bidirectional Relationships & Notes

Manage and explore reciprocal relationships between any two accessible objects with a "Name" field in tree and list views.

Relationships your way: Connect custom and built-in objects, create families, households, centres of influence, networks, trees, and organizational hierarchies.

Unleash the power of the relationship: roll-up as many as ten standard or custom fields per object. Hover over a relationship to see vital information from the underlying record. Copy, paste, and click directly from the app - perfect for servicing clients and relationships in real time.

Customize your the relationships: choose your own colors, relationship types, labels, and definitions.

Create custom menu actions for your relationships and service clients in realtime.

Create enhanced, searchable, rich notes. Restrict note visibility by role or permission group.

Visit sfPlugins.com for a demo today!