Enhance Customer Service via a Thorough Understanding of Households
Our robust householding feature provides agents with insights around complex relationships including referrals, family relationships, related parties, and companies. This functionality determines and maintains householding for multiple clients living at the same address, and manage relationships for multiple clients living at different addresses.
To provide added flexibility, it supports both hierarchical and ad hoc groupings such as associations or professional affiliations.
Householding can assign an unlimited number of parent-child and arbitrary relationships for a contact, such as those between spouses, dependents, a client and accountant, and more. What’s more – it can support modelling one-to-one, one-to-many, many-to-many, and many-to-one relationships throughout the system.
And that’s not all!