To add a relationship to a customer record
- Select Customers.
- Click the lookup icon to open a contact's record in the Manage customers window.
- Select the Relationships tab.
- On the Relationships tab, click New . The Relationship Detail window opens.
- On the Relationship Detail window, click New.
- 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.
- (Optional)Enter a Group Code, or click the lookup icon to select a value. (For more information on using Group Codes to display relationships on the Role tab, see the Managing Role Activities section of this chapter.)
- (Optional) Enter any additional information in the Note field.
- Click Save.