Relationships

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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Relationships specify connections between pairs of units or between a unit and a contact person. Here are some examples:

Unit X is a piece of equipment whose operator is Contact A
Unit X is a piece of equipment leased from Contact B
Unit X is an office suite leased by Contact C
Unit X is an office suite cleaned by Contact D
Unit X is a water heater that supplies hot water for Units A, B, C...
Unit X is the HVAC unit for Units A, B, C... (all of which are offices)
Unit X is a washroom shared by occupants of Units A, B, C...

When you create a relationship record, you specify two English phrases for what the relationship means. For example, a relationship between a unit and a contact person might say that:

The unit is leased by the contact person
The contact person leases the unit

You define relationships in Coding Definitions | Relationships. For example, you might set up a relationship record with the phrases is leased by and leases, and give that relationship record the identification code Unit Leasing. With any particular unit, you could then state that the unit has the defined relationship with one or more contact people.

The relationships of a unit are listed in the Related section of the unit's record. Similarly, the relationships of a person are listed in the Related section of the contact record. Each unit and each contact person may be related to any number of units. They may have the same relationship with multiple units, and they may have different relationships with the same unit.

There are currently the following types of relationships:

Unit-to-unit relationships. For more, see Unit-to-Unit Relationships.
Unit-to-contact relationships. For more, see Unit-to-Contact Relationships.

For information on viewing relationship records, see Viewing Relationship Records. For printing relationship records, see Printing Relationship Records.