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To add a new relationship type

  1. Select Customers.
  2. From Manage customers, select Set up tables > Relationship types.
  3. In the Set up relationship types window, click New.
  4. In the Code field, enter a value that you want to use to represent the relationship.
  5. In the Description field, enter information that describes the relationship. The description displays on the Relationship Detail window for this code.
  6. (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.

  7. (Optional) Enable the Use Title option if you want to display the Title and Functional Title fields in the Relationship Detail window.
  8. (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.
  9. Click Save.

See Also

Setting up Relationship Types

Configuring Relationships

Manage customers - Set up relationship types window

To edit a relationship type

To delete a relationship type


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