To add a new relationship type
- Select Customers.
- From Manage customers, select Set up tables > Relationship types.
- In the Set up relationship types window, click New.
- In the Code field, enter a value that you want to use to represent the relationship.
- In the Description field, enter information that describes the relationship. The description displays on the Relationship Detail window for this code.
- (Optional) If desired, enter the code for the relationship you want linked to your new relationship type in the Reciprocal Code field.
Note: If you leave the Reciprocal Code field blank for relationship type, two contacts connected with that relationship type will be displayed with that same type.
- (Optional) Enable the Use Title option if you want to display the Title and Functional Title fields in the Relationship Detail window.
- (Optional) Enable the Use Dates option if you want to display fields for beginning (From) and ending (Thru) dates of the relationship in the Relationship Detail window.
- Click Save.