Creating a Relationship
- Evangeline Cruz
Relationships is a feature in iEnterprise CRM wherein a particular record can be related to another besides associations. All modules have the Relationship section.
Make sure that you have already entered Relationship Types previously.
It can be created from any module, for the purposes of this documentation, we will use Accounts as the example.
How to Setup a Relationship
1. From the Object Navbar, click on the Accounts module.
2. Open Account record.
3. Click Relationship icon on the Sidebar.
4. The Relationship dialog box opens with the list of existing relationships for this record. You may click on any of these to view the related record on the details screen.
5. To create a new one, click on the New button. The Relationship dialog box opens.
6. On Related To drop-down, select a module.
7. On Related Type drop-down, select a value.
Relationship type must already have been setup by the Administrator, Manage Relationships.
8. On Account field (for this guide) drop-down. select a record.
9. Enter Comments.
10. Click Save.
The new relationship is added to the list.
How to Delete a Relationship
1. From the Object Navbar, click on the Accounts module.
2. Open Account record.
3. Click Relationship icon on the Sidebar.
4. The Relationship dialog box opens with the list of existing relationships for this record.
5. Hover mouse on the relationship to delete, click on Trash icon.
6. Confirmation screen pops-up, click Yes to proceed with Deletion.
7. Relationship is removed for this object.