Adding a New Relationship

To add a new company relationship:

1. Search for the Company. For example, Magnetic Software.
2. Select the Relationships tab in the context of the company.
3. Select the icon representing the type of relationship you want to add, for example, New Parent. The Create New Relationship page is displayed.

4. Fill in the fields for the new relationship.
5. Select Save.

The new relationship is displayed on the Relationships tab. All related information is hyperlinked.

You can run reports and create new reports on the information in the Relationships tab. Please refer to Running Reports and Introduction to Writing Reports for more information on running and writing reports. You can also display relationship information on your Dashboard. Please see Classic Dashboard for more information.

Go to Adding Customer Information home page...

See Also:

Changing Company Details

Working with the Relationships tab

Relationship Fields

Deleting a Relationship