Business Profiles: Understanding The Relations Diagram

Interacting With the Relations Diagram and Opening the Right Pane

The relations diagram currently shows the entity relationships that exist for a given business profile. For a company’s business profile, you can see the parent

followed by the company, the company’s subsidiaries, the vendors, and the customers.

A Lendflow or Client user, on Lendflow or Client version of the business profile for that business, would be able to click on an entity in the middle pane (such as the company) and see relevant information on the right pane for that entity.

Interacting With the Vendors and Customers Sections

When you click on “Vendors” or “Customers,” you can see the associated entities that are collapsed in a more organized order. The vendors row has three sections: suppliers, manufacturers, and other. The customers row has two sections: debtors and others.

FAQ

What does the relations diagram show?

The diagram shows the entity relationships associated with a business profile, including its parent, subsidiaries, vendors, customers, and owners.

How can I view information about an entity in the diagram?

Select an entity in the middle pane. Information about that entity appears in the right pane.

How are vendors organized?

The Vendors row groups related entities into suppliers, manufacturers, and other vendors.

How are customers organized?

The Customers row groups related entities into debtors and other customers.

Next steps

Finding the Owners Section and Editing Ownership

Review a business’s ownership breakdown and update ownership percentages.

Relationships Between Entity Profiles

Learn what each business-to-business and individual-to-business relationship means.