Related Products

Owned by Adam Evans
Last updated: Nov 09, 2017
4 min read

eKeeper CRM Knowledge Base

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Introduction

A related product, is a product that has a relationship with another product. eKeeper CRM enables an associative relationship between two products. It houses representations of these relationships in the Related Products Panel (see right). 

You can define new relationships in addition to the ones that come with eKeeper CRM. Our example picture to the right shows the product relationship is covered by to denote any products that a product provides cover for. 

Tip

You can define new product relationships by heading to System settings > Product Relationships. Note you will need to have the permission Can maintain product relationships enabled for your usergroup.

This article provides an overview of what the related products panel is and how to use it on your products

RELATED PRODUCTS PANEL


Related Products panel overview.

The related products panel lists any products that are currently related with the product you are viewing or the applicants that are associated with the case you are accessing.

When creating a new product within a case, eKeeper CRM will list a set of complimentary products these are products that considered a necessity for the product you are viewing.

For example you may wish to set your CRM so that life cover is a complimentary product to a mortgage and this will allow you to see if the life cover has been sold on the mortgage you are viewing. 

The next two subsections shows a comparison of how an entry in the related products panel looks if a complimentary product has been created and also if the complimentary product has not been created.


Complimentary Product Created

In this scenario, a mortgage product has been created and accessed, the eKeeper CRM has then generated a row for a complimentary Life & CIC product. We have then associated a Life & CIC product with the mortgage product we created.

The screenshot below shows an entry in the related products panel for a mortgage product we are currently viewing. The entry shows that a Life & Critical Illness Cover product is complimentary to our mortgage, we can also see that we have associated a life and CIC product with the reference CIC-1 and that this covers the mortgage we are viewing.


Figure 1a - Related Products panel with associated Life & Critical Illness Cover product

Note

  • The Life & Critical Illness cover product can be accessed by the CIC-1 link that appears under the product column.
  • We can see that the Life & Critical illness Cover product is currently at the Quotation Provided status. 

Complimentary product not created

In this scenario, we have created a product and accessed it. eKeeper CRM has again generated a list of complimentary product types in this case Permanent Health Insurance (PHI).

We can see from this entry that we do not currently have an associated PHI product. So in this scenario we would either click Link Related Product or we would click Create New Permanent Health Insurance, in order to associate a new or existing product with the product we're currently viewing.


Figure 1b - Related Products panel without an associated PHI product

Note

  • The Product and status columns are empty, this shows that we have not yet associated a Permanent Health Insurance Product with this product.
 Product Relationship panel explained
  • Item - Describes what the related product is related to e.g. the product you are viewing or one or more applicants on this case.
  • Relationship - Describes the kind of relationship that this relationship represents e.g. is covered by, covers, is linked to etc.
  • Product Type - Describes the type of product that the related product is e.g. Mortgage, Life, Life & Cic etc.
  • Product - Contains a link to the related product.
  • Status - Describes the status of the linked related product
  • Complimentary Product - Shows which products are complimentary to the product you are viewing. e.g. a life cover might be complimentary to a mortgage.
  • Action - This enables you to change or delete the relationship. Note that deleting a relationship will only delete the relationship and not the associated product.


Associating a new product

If you wish to create an association with an existing product click the Link Related Product button, which appears in the top right of the Related Products Panel.



Figure 2 - Link Related Product link



Next set the product you wish to create the relationship to and the type of relationship. 


Figure 3 - Add Product Relationship


Tip

You can create a new kind of relationship by heading to System settings > Product Relationships

Click Submit in the navbar to confirm your selections.


Figure 4 - Navbar




Figure 5 - Related Products panel with associated Product listed.



Associating a new product

If the complimentary product you wish to link does not currently exist on the case then you can quickly create a new instance of the complimentary product. 

If you wish to quickly create a new complimentary product click Create new product name under the action column in the Related Products Panel (Figure 6)


Figure 6 - Related Products Panel (no associated PHI cover)

When prompt click ok to confirm and your related Products panel will update (figure 7)


Figure 7 - Related Products Panel (with associated PHI cover)


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