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Manage customers - Set up relationship types window

From Manage customers, select Set up tables > Relationship types

Code

Use this field to enter a code that you want to represent the relationship.

Description

Use this field to describe the relationship code. Code descriptions display next to their corresponding code on the Relationship Detail window when you select the lookup icons for the Relationship and Reciprocal fields.

Reciprocal Code

(Optional) Enter the code (existing or yet to be defined) for the relationship you want to link to this code to in order to create paired relationship records (for example, you can make MOTHER the reciprocal code for the relationship type DAUGHTER).

Use Title

(Optional) Enable this option if you want the Title and Functional Title fields to display in the Relationship Detail window.

Use Dates

(Optional) Enable this option if you want to display fields for the beginning (From) and ending (Thru) dates of the relationship in the Relationship Detail window. Use this option for time-bound activities such as appointments.

See Also

Setting up Relationship Types

Configuring Relationships

To add a new relationship type

To edit a relationship type

To delete a relationship type


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