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To add a relationship to a customer record

  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. On the Relationships tab, click New . The Relationship Detail window opens.
  5. On the Relationship Detail window, click New.
  6. 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.

  7. 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.
  8. (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.

  9. (Optional) Enter a Functional Title, or click the lookup icon to select a value.
  10. (Optional) Enter a Status, or click the lookup icon to select a value.

    Note: Status codes are limited to 5 characters.

  11. (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.

  12. (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.)
  13. (Optional) Enter any additional information in the Note field.
  14. Click Save.

See Also

Managing Relationship Activity Records

Manage customers window - Relationships tab

To view an existing relationship

To edit an existing relationship

To delete an existing relationship


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