# Relations: your CRM for companies and contacts > Find, create and edit relations, add contact persons, log calls and meetings, and use the AI Call Coach and the business card scanner. Source: https://enydea.com/en/documentation/relations-crm ยท Last updated 2026-10-02 ## What Relations is **Relations** is the Enydea CRM. A relation is a company, or a private person if you tick **Consumer/Private Person/B2C**. Each relation holds its own contact persons, calls and messages, opportunities, files and contracts. ## Before you start - Nothing needs to be set up to open **Relations**. - The choices in **Status**, **Type** and your own selection lists come from **Settings** -> **Account**. Look for **Set Relations Status types**, **Set Types** and **Free Selection 1** to **4**. - The **Calls/Messages** tab, including the AI Call Coach, is not translated. It stays in English in the Dutch, German and French app. ## Find a relation The list is on the left. It is ordered by **Lead Score Hot/Cold**, highest first, with 20 relations per page. 1. Type in **Search relations by name, address, city, or country...**. The search also looks at state or province and type. 2. Click the filter icon (**Open filters**) to open **Filters**. You can filter by **Status**, **Type**, **Marketing Relation**, **Country**, **Owner**, **Tags** and **Custom Field 1** to **4**. 3. Click **Apply Filters**. Click **Clear All** to start over. 4. Click a relation to open it on the right. > **Note:** The **Status** and **Type** filters offer a fixed list (Lead, Prospect, Customer, Inactive and Company, Individual, Partner). They do not follow the lists you set in **Settings**, so a relation with your own status may not appear when you filter on it. The **Tags** filter matches one whole tag. ## Create a relation 1. Click the round **+** button (**Create new Relation**). 2. Confirm the question **Create new relation**. 3. A blank relation opens with **Locked Mode** switched off and the cursor in **Name**. Type the name. Picking a suggestion fills in the address. 4. Fill in the other fields. > **Note:** Enydea saves the blank relation as soon as you confirm. If you change your mind, open the three-dot menu and choose **Delete**. ## Edit a relation There is no Save button. Enydea saves when you leave a field. **Locked Mode** is on by default and makes most text fields read-only. Switch it off in the three-dot menu to edit. The card has these fields: - **Name**, **Country** and the logo. - Inside **Details**: **Status**, **Type** and your own selection lists. - Address, **Zipcode**, **City**, **State/Province**, **Email**, **Website**, **General phonenumber** and **VAT**. - **Lead Score Hot/Cold**, a slider that decides the order of the list. - **Industry**, **Source**, **Tags**, **Description**, **Relation owner** and **Notes**. To add a tag, type it in **Tags** and press Enter. Tags feed the filters and your mailing lists. **Marketing Relation** marks a relation you run marketing for, such as your own company. Only company admins can tick it, and how many you can have can depend on your plan. See [Pricing](https://enydea.com/en/pricing). Marketing relations are the only ones listed in **Current Account** in the side menu, and screens such as Mailings, Social Media and Files ask you to pick one there first. **Get Company Info** is a button on the card. It needs a **Website** and **Locked Mode** switched off. Enydea reads the site. When it finishes, choose what to keep and click **Apply Selected Changes**. The three-dot menu holds these actions: - **Manage Logo**: **Auto-Search Logo**, **Upload Image File** or an **Image URL**, then **Save Logo**. - **Copy booking link**: see [Scheduling and booking links](https://enydea.com/en/documentation/scheduling-and-booking-links.md). - **Scan Business Card**: upload a photo (JPG, PNG or WEBP) and click **Scan**. Then click **Save to CRM** to create a relation and a contact person. Changes you type in the scan dialog are not what gets saved, so correct the relation afterwards. ## The tabs ![A relation open in the Relations module: the list of relations on the left, the company details in the middle and contact persons and recent calls on the right](https://enydea.com/seo-assets/screens/relations.webp) *A relation in Relations. The tabs along the top switch between Calls/Messages, Contact Person, Opportunities, Journey, Files and Contracts.* ### Calls/Messages Click the **+** button (**New Activity**) and choose **Log Phone Call**, **New Email**, **Email from Template** or **Log Meeting**. Filter the list by all, email, calls or meetings. A call can hold contact persons, notes and a follow-up date. ### AI Call Coach Select a phone call, conference call or meeting to see the **AI Call Coach**. 1. Optionally fill in **Call goal (optional)**. 2. Click **Start Live Coaching**. You get a **Prospect Brief** with **Background**, **Suggested Openers** and **Watch-outs**. 3. Type or dictate notes in **Notes / Transcript**. 4. Click **Get AI Suggestions**. It needs at least 10 characters of notes. You get a **Recap**, **Now Say / Do**, **Next Steps** and topic chips. 5. Click **End Call** to save the summary. The coach does not listen to your call. It works from the notes you type or dictate. ### Contact Person This tab is hidden for B2C relations. Click **+** (**Create contactperson**) or pick one from the list. The form has salutation, names, **Contactperson status**, **Default contact**, title, function, department, email, phones, instant messenger and social profiles. Click **Save** when you are done. With an email address filled in you get buttons to **Send Email (Internal)**, **Send a booking link**, open your own email program and copy the address. **Search Contacts Online** and **Search Social Media** suggest people and profiles you can save. ### Opportunities, Journey, Files and Contracts - **Opportunities**: deals with line items. See [Opportunities and quotes](https://enydea.com/en/documentation/opportunities-and-quotes.md). - **Journey**: touchpoints such as website visits and email interactions. It stays empty until the website tracker and tracked mailings produce data. - **Files**: files, videos and scenes stored for this relation. - **Contracts**: contracts for e-signing. See [Contracts and e-signing](https://enydea.com/en/documentation/contracts-and-e-signing.md). ## Add many contacts The **Relations** screen has no import button. See [Import contacts into your CRM](https://enydea.com/en/documentation/tutorial-import-contacts.md) for the ways that work. To email a group of relations, build a mailing list from the CRM. See [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md). ## Limits - You change relations one at a time. There is no screen to select several relations and change their owner or status together. - There is no extra search dialog beyond the search box and **Filters**. ## Related - [Opportunities and quotes](https://enydea.com/en/documentation/opportunities-and-quotes.md) - [LeadFinder](https://enydea.com/en/documentation/leadfinder.md)