Relations tab

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View of the 'relations tab' page

The Relations tab of the contact profile gathers everything that links a person to other people in your base: their children, their spouse, their parents, but also extended links (sibling, ex-spouse, brother-in-law, cousin, friend).

This is the tab to fill in if you want Unisoft tools to know that a family exists: it feeds the family tree, the date of death reminders, the duplicate merge suggestion and — for religious communities — the bar/bat mitzvah reminders via the children's date of birth.

To open the tab, open a contact profile (/app/contact/fiche?id=...) then click on the Relations panel at the top of the profile.

Two distinct blocks

The tab is divided into two blocks that don't serve the same purpose.

Block	Concept	Purpose
Babies	Direct children of the contact	Track the composition of a household, trigger age reminders (bar/bat mitzvah, brit milah, schooling)
Relations	Free family link (spouse, parent, sibling, ex, brother-in-law, cousin, friend)	Map the entourage for targeted communications, invitations, family groupings

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Babies ≠ family links

The "Babies" block is distinct from the "Relations" block because a child has a specific meaning on the Unisoft side: it's the only link that triggers an automatic reminder (Hebrew birthday, religious age). The other relations are purely informative.

Babies block — add a child

The Add a baby to this contact button opens a modal that offers two options.

1. 1

   Choose an existing child

   If the child already has a profile in your base (for example they have already made a payment or they come from an import), type their name in the "Choose a child" field. The list filters as you go. Select then click on Validate.

2. 2

   Create a new child

   If the child doesn't exist yet, fill in the Last Name and First Name fields at the bottom of the modal then Validate. A new contact profile is created and linked to the parent.

For example, to link Noa to David Cohen's profile, open David's Relations tab, click Add a baby, type "Noa" in the list, select Noa Cohen, then Validate. Noa appears instantly in the Babies block.

Remove a child

Click on the trash icon to the right of the child's row. A confirmation request displays: "Are you sure you want to remove this baby from the contact?". Confirming does not delete the child's profile; it only breaks the parent-child link.

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Removal does not delete the profile

Removing a child breaks the link but leaves the child's profile intact. To permanently delete a contact's profile (parent or child), go through the Archive or Delete action from the profile itself.

Relations block — add a family link

The Add a relation to this contact button opens the Add a family link modal. You enter two things there: the type of relation and the relevant contact.

Available relation types

Type	Displayed label	Typical case
MARI	Spouse	Husband or wife
PERE	Father / Mother	Direct parent of the contact
ENFANT	Child	Variant of the Babies block, for an adult child for example
FRERE	Brother / Sister	Sibling
EX	Ex-spouse	Separated spouse
BF	Brother-in-law / Sister-in-law	Relation by alliance
COUSIN	Cousin	Extended family
AMI	Friend	Non-family link but to keep

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Mixed labels: to interpret according to context

The labels "Father / Mother", "Brother / Sister", "Cousin" are common to both genders in the new_ui: the modal does not automatically vary the label according to the gender of the linked contact. It's up to you to interpret ("Father" if the link points to a man, "Mother" if it's a woman) when entering and reading the relation.

Procedure

1. 1

   Click on Add a relation

   The button is at the top right of the Relations block.

2. 2

   Choose the type of relation

   Select for example Spouse if you are adding the contact's spouse.

3. 3

   Choose the linked contact

   The dropdown displays all the contacts in your base. Type the first letters of the name to filter (for example "Sarah" to find Sarah Cohen).

4. 4

   Validate

   The link appears instantly in the Relations block, with a colored tag indicating the type.

Remove a relation

As for children, click on the trash icon to the right of the row. A confirmation displays: "Are you sure you want to remove the relation with 'Sarah Cohen' from the contact?". The link is only removed from the profile you removed it from; if you also entered the reciprocal one on the linked contact's profile, open the other profile to remove it as well.

Reading existing links

When a contact already has relations, they display under the title "Last Name First Name is:" (with the contact's last and first name). Each line contains:

• a colored tag that describes the relation (green for parent, orange for spouse, blue for sibling or child, purple for extended relation),
• the name of the linked contact (clickable, opens their profile in a modal),
• the trash icon to remove the relation.

For example, on David Cohen's profile, you can read:

David Cohen is:

• 🟠 Spouse → Sarah Cohen
• 🟢 Father → Eli Cohen (already deceased, tag displayed)
• 🔵 Brother → Yossi Cohen
• 🟣 Cousin → Mickaël Bensimon

Articulation with other tools

The relations entered here are used by several other Unisoft features.

Tool	How it uses relations
Family tree (on the contact profile)	Builds in the left column of each profile the visualization of parent/child links from the entered relations
Hazkara reminders	For a deceased contact, automatically suggests the children and descendants to remind
Families (modern view)	A contact's household is now automatically inferred from the relations entered here — no need to create a grouping by hand. The legacy page /app/contact/famille remains accessible for historical bases
Contact merge	If you merge two profiles that share the same children or the same spouse, it's often a sign of a duplicate
Communications	Allows to avoid sending several mails to the same family address

Best practices

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Enter the spouse from creation

Enter the Spouse link as soon as a new couple enters your base. This is the most useful information for invitations, joint tax receipts and "donor households" segmentations.

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The link is NOT automatically bidirectional

If you add a link "David is spouse of Sarah" on David's profile, it does not automatically appear on Sarah's profile. To have the link in both directions (and for the Unisoft tools — tree, reminders, deduplication — to see the relation from either of the two profiles), also open Sarah's profile and add the link "Sarah is spouse of David". To do systematically, on all affected profiles.

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For extended links (grandparent, grandchild)

The types GP (Grandparent) and PF (Grandchild) exist in the data model but are not offered in the add modal of the new_ui: you can neither create nor remove them from the current interface. If your base already contains these links (historical import, old product versions), they remain visible as-is but cannot be modified. To map three generations from now on, use the Parent → Child chain in cascade.

The family inferred from relations

The family links described here are person to person, and it's precisely from these links that Unisoft automatically reconstructs the family (the household) of a contact. If you correctly enter the spouse, the children and the parents, Unisoft groups these people as the same household in the business tools (searches, sends, grouped tax receipts) without needing to create a "family" by hand.

The legacy Families page (/app/contact/famille), which let you enter a manual grouping under a common label ("Cohen Family"), remains accessible for organizations still using it — see Families. The modern mechanism is entirely based on the Relations tab.