To add a relationship that will display on the Role tab
- Select Customers.
- Click the lookup icon to open a contact's record in the Manage customers window.
- Select the Relationships tab.
- Click New on the Relationships tab to open the Relationship Detail window.
- Click New on the Relationship Detail window.
- In the Id field, enter a contact ID, or click the lookup icon to select the contact's ID.
Note: If you're adding a relationship with a contact that does not exist in the customer database, leave the ID field blank and enter the contact's name in the Contact Name field.
- In the Relationship field, enter the relationship code, or click the lookup icon to select the appropriate code. If the relationship code you entered has a reciprocal relationship with another relationship type, the Reciprocal field auto-populates.
- (Optional) Enter a Title, or click the lookup icon to select a value.
Note: The Title and Functional Title fields only display when the relationship type entered has the Use Title option enabled in the Set up relationship types window.
- (Optional) Enter a Functional Title, or click the lookup icon to select a value.
- (Optional) Enter a Status, or click the lookup icon to select a value.
Note: Status codes are limited to 5 characters.
- (Optional) Enter the From and Thru dates.
Note: The From and Thru date fields only display when the relationship type entered has the Use Dates option enabled in the Set up relationship types window.
- (Required) Enter ROLE in the Group Code field, or click the lookup icon and select Role from the list.
- (Optional) Enter any additional information in the Note field.
- Click Save.