Customer Setup–Relationship Tab

Use the Relationships Tab to set up relationship types.

To set-up Relationship Types:

1. Go to the CRM module.
2. On the CRM Overview group item, click Setup.

From the Relationship tab, you can set-up Relationship Types for:

• Individual to Individual Relationships
• Individual to Organization Relationships
• Organization to Organization Relationships

Related Topics:

• CRM Setup Wizard
• CRM Setup
• Customer Setup–Individual Tab
• Customer Setup–Organization Tab
• Customer Setup–Relationship Tab
• Customer Setup–Miscellaneous Tab
• Help with Customer Setup