How to Manage Account Relationships with Related Lists in Horilla CRM

In Horilla CRM, the Related Lists tab inside the Account Detail View acts as a central hub for viewing and managing all records linked to a specific account. It helps users understand the complete business relationship by bringing together contacts, opportunities, partners, and other linked data into a single, structured interface.

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Instead of navigating across multiple modules, users can access, create, and manage related records directly from the account. This improves efficiency and ensures that all interactions and relationships tied to an account remain consistent and up to date.

The Related Lists section is designed to evolve, allowing additional relationship types to be introduced as business needs grow.

Opening the Related Lists Tab

To access the records associated with an account:

1. Open the Accounts module
2. Select an account from the list
3. Select the account name to open the Account Detail View
4. Go to the Related Lists tab

This section shows all records connected to the selected account in a structured and organized view.

Overview of Related Lists in Accounts

The Account Related Lists typically include:

• Child Accounts
• Related Contacts
• Opportunities
• Partners
• (Future related lists may be added)

Each related list is presented in a structured table view with options to create, edit, delete, and manage records directly.

Managing Child Accounts

Purpose

The Child Accounts related list is used to define hierarchical relationships between accounts.

Key Features

• Establish parent–child account structures
• Represent organizational hierarchies (e.g., parent company and subsidiaries)
• Manage multi-level business relationships

Adding a Child Account

• Go to the Child Accounts section
• Select Add
• Choose an existing account or create a new one
• Save the relationship

View Hierarchy

• Click View Hierarchy
• Opens a structured tree view showing account relationships

Why It’s Useful

• Makes it easier to understand and visualize complex account structures
• Provides better clarity in large organizations

Managing Contacts in Accounts

The Contacts related list allows users to associate individuals with an account. These contacts represent people linked to the organization, such as decision-makers, stakeholders, or points of communication.

Key Features

• Add Contact
  • Create a new contact directly from the account
  • Assign a role, such as a Customer Role configured in Settings
  • The Customer Role defines the contact’s relationship with the account (e.g., Decision Maker, Influencer, User).

• Can also add contact Relationships using the Add Relationship button
• Customer roles are configured from Settings
• These roles ensure consistent classification of contacts across the system
• Edit Contact
  • Update the association
• Delete Contact
  • Remove the association or delete the contact record

Benefits

• View all contacts linked to the account
• Assign roles to define responsibilities
• Edit or update contact details directly
• Navigate to full contact details for deeper insights

Managing Opportunities in Accounts

The Opportunities related list tracks all deals associated with the account.

Adding Opportunities

Users are able to:

• Add a new opportunity directly from the related list section

• Associate an existing opportunity with the account
• When creating an opportunity:
  • Selecting this account as the parent account will automatically reflect it here
  • If linked to a child account, it can also appear based on hierarchy relationships

Key Actions

• Create – Add new opportunities
• Edit – Update deal stages, value, or details
• Delete – Remove opportunities if no longer relevant

Benefits

• Provides full visibility into sales activities
• Tracks revenue potential tied to the account
• Supports hierarchical account relationships in opportunity tracking

Managing Partners in Accounts

The Partners related list is used to manage business partnerships linked to the account.

Key Features

• Add Partner
  • Associate another account as a partner
  • Assign a Partner Role (configured in Settings)
• Edit Partner Relationship
  • Modify the role or relationship details
• Delete Partner
  • Remove the partnership

Role Configuration

• Partner roles are defined in Settings →Partner Roles

Benefits

• Helps track collaborations and alliances
• Maintains structured partner relationship data
• Enables better visibility into partner involvement

Account Hierarchy View

Some related lists include a View Hierarchy option.

Functionality

• Displays parent and child account relationships
• Helps visualize organizational structure
• Useful when:
  • Managing subsidiaries
  • Tracking multi-level business relationships

Benefits

• Provides a clear structural view of related accounts
• Helps in understanding how opportunities and contacts are distributed

Common Actions Across Related Lists

Each related list supports standard actions:

Create

Add new related records directly without leaving the account view.

Edit

Quickly update existing records in-line or through form views.

Delete

Remove records or associations when no longer needed.

Refresh

Reload the list to display the most recent updates.

Customize Columns

Users can tailor the list view by:

• Adding or removing fields
• Reordering columns
• Resetting to the default view

Cross-Module Synchronization

Updates made in one module are automatically synchronized across the related lists.
For example:

• Adding a contact from the Contacts module will reflect under the account
• Creating an opportunity linked to the account will appear instantly
• Partner relationships remain synchronized across accounts

This ensures data consistency across the CRM.

Benefits of Related Lists in Accounts

• Centralized view of all account relationships
• Easy creation and management of related records
• Improved visibility into contacts, partners, and opportunities
• Support for hierarchical account structures
• Reduced the need to switch between modules
• Customizable interface for better usability

The Related Lists tab in the Account module enhances how users manage business relationships by consolidating all associated data into a single interface. With features like contact and partner role management, opportunity tracking, and hierarchical views, it provides a complete picture of an account’s ecosystem.

By enabling direct actions such as create, edit, and delete within the account view, Horilla CRM ensures a seamless and efficient workflow. As the platform evolves, the Related Lists feature will continue to expand, offering even more flexibility in managing complex business relationships.