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Field |
Description |
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Relationship Type |
Select from Parent, Child or Sibling. Parent or Child relationships normally represent hierarchical relationships or relationship where some kind of "ownership" is involved. Sibling relationships normally represent "influencing" or "affecting" relationships. This is only a guide. There is flexibility to allow your System Administrator to set up relationship types to suit your specific business needs. |
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Relationship Name |
Select from a list of relationships defined by your System Administrator. For example, Directors (Director of). The text in brackets shows the reciprocal relationship. For example, Arnold Ball is listed under "Directors" in the context of Gatecom; in the context of Arnold Ball, Gatecom is listed under the relationship heading "Director of". |
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[Entity] Search Select |
Search for the Person, or other entity, that you want to link to from the current context. For example, search for Arnold Ball. Note: If the Search Select for a Person is set to First Name (this is the default), then type Arnold, and select the magnifying glass icon. |
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Notes |
A short note about the relationship. For example, 45 % Stakeholder. This text is displayed when you hover over the Person, Case, etc. from the Relationships tab. You can add a new note or edit an existing note by clicking on the Maintain Relationship pencil icon and clicking on the hyperlink of the note you want to change. |
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