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 Global Settings > Relationship

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.

Recommended Next Step

You may now build the relationships between objects.

Here is a link to Creating a Relationship.

Related Pages

Page:

Creating a Relationship
Page:

Manage Relationships

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