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Managing Role Activities

The Role tab is an option available to users licensed for the Relationships module. The Role tab enables you to see a subset of a contact's relationships, based on relationship type. This is helpful if you have a contact with a large number of relationships, and you want easier access to just a few specific types of relationships for that contact.

Note: All relationships on the Role tab will also appear on the Relationships tab.

The Role tab will display only when the following requirements are met:

In This Section

Manage customers window - Role tab

To view the Role tab

To display an existing relationship on the Role tab

To add a relationship that will display on the Role tab

See Also

Relationship Management

Overview of iMIS Relationship Management

Managing Relationship Activity Records


ASI logo 10.6 Production Release. Updated 7/27/2005 10:08:23 AM
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