Another type of entity management is available in iEnterprise CRM and this 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 Global Settings > Relationships
3. Click New Relationship from 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.
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