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Maintaining Contact Relationships

• Contact Relationships are used to define the relationship between the Contact and the Entities in the system.
• Contacts can have many relationships with many Entities.

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Mandatory Prerequisites

There are no Mandatory Prerequisites related to creating a Contact Relationship.

Screenshot and Field Descriptions: Relationships

Type: this is a drop down list of Entity types to record the Relationship for.

 

Relationship table: this displays a list of the Relationships already entered. Double click a row to populate the fields below the table for editing.

 

Group: this is the primary identifier for the Relationship.

 

Name: this is the friendly name given to the Relationship.

How Do I : Add a new Contact Relationship

1. At the Type field, select an Entity type.
2. At the Group field, enter a new Relationship ID for the selected Type.
3. At the Name field, enter a descriptive name for the Relationship.
4. Click the Application tool-bar push button: Add.
5. Confirm that you wish to add the new record.

How Do I : Modify an existing Contact Relationship

1. At the Type field, select an Entity type.
2. Double click the row in the Relationship table to change.
3. At the Name field, enter a descriptive name for the Relationship.
4. Click the Application tool-bar push button: Change.
5. Confirm that you wish to change the record.

How Do I : Delete a Contact Relationship

1. At the Type field, select the appropriate item from the list.
2. Double click the row in the Relationship table to delete.
3. Click the Application tool-bar push button: Delete.
4. Confirm that you wish to delete the record.

Related Topics

Relationships are associated with the following Topics:

• Chart of Accounts - Maintaining Chart of Accounts

• Creditors Sundry Account - Maintaining Creditor Sundry a/cs
• Creditors Lease Account Landlord - Maintaining Landlord Lease a/cs
• Debtors Lease Account Tenant - Maintaining Tenant Lease a/cs

• Owner - Maintaining Owners
• Land - Maintaining Land
• Building - Maintaining Buildings
• Section - Maintaining Sections
• Suite - Maintaining Suites
• Annexe - Maintaining Annexes
• Lease - Maintaining Leases

• Asset and Component - Maintaining Assets
• Contact - Maintaining Contacts
• Contact Distribution Lists - Maintaining Contact Distribution Lists
• Counter - Maintaining Counters
• Device - Maintaining Devices
• Division - Maintaining Divisions
• Insurance - Maintaining Insurance
• Occupant - Maintaining Occupants
• Title Certificate - Maintaining Title Certificates
• User - Maintaining Users