Another type of entity management is available in iEnterprise CRM and this is Relationships. This is different from the default associations that is Account or Contact based.
A relationship between entities across the CRM can be built. For example, a specific Account can be the Head Organization of another account/s. Another good application for Marketing is having a relationship between contacts from different accounts, like referrals and competitions.
How to Add a Relationship Type
1. Click Setup from the Toolsbar.
2. Click
on Templates > Import Definitionon Global Settings > Relationship
3. Click New Relationship
fromfrom the Action bar. Dialog box opens.
4. On the New Relationship dialog box, Enter Name.
5. On the Module, select a module from the drop down list.
6. Click Submit.
The new relationship is added to the list.
| Tip | ||
|---|---|---|
| ||
You may now build the relationships between objects. Here is a link to Creating a Relationship. |
Related Pages
| Filter by label (Content by label) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Search this Product
| Live Search | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|