Person - Relationships

This tab displays information about other objects that a person may be related to.

Accounts

This zone displays a list of all the accounts to which the person is linked, together with the relationship type description. It provides the ability to filter the list by account relationship type.

Tax Roles

This zone displays a list of all the tax roles to which the person is linked, together with the relationship type description, start and end date of the relationship and the account for the tax role If the person has a financial relationship type defined, that is also shown.

Assets

This zone displays a list of all the assets to which the person is linked as a miscellaneous person, together with the relationship type description and start and end date of the relationship.

Note: This is only visible if the user has security for the zone's application service.

Asset Ownership

This zone displays a list of all the assets to which the person is linked as an owner. For each asset it lists the ownership information and the start and end date of the ownership.

Note: This is only visible if the user has security for the zone's application service.