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To view an existing relationship

  1. Select Customers.
  2. Click the lookup icon to open a contact's record in the Manage customers window.
  3. Select the Relationships tab.
  4. Double-click on the relationship you want to view to open the Relationship Detail window for that relationship.

See Also

Managing Relationship Activity Records

Manage customers window - Relationships tab

To add a relationship to a customer record

To edit an existing relationship

To delete an existing relationship


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