Add a relationship

You can define relationships between organisations and persons, between organisations and organisations and between persons and persons. If you add a relationship, you always create two relationship lines.

Example: 

You open the properties of the employer EnYoi and add the 'has as employee' relationship with Joost van Malsen.

This automatically creates the 'is employee of' relationship of Joost van Malsen with EnYoi.

Add a relationship from the person/organisation properties

Use the below procedure for relationships other than the Part relationship.

To add a relationship from the person/organisation properties:

1. Go to: CRM / Organisation/person / Organisation/person.
2. Open the properties of the desired organisation or person.
3. Go to the tab: Relationships.
4. Click on: New. 
5. Select the relationship type.
6. Click on: Next. 
7. Select the target and enter the additional data.

   

8. Click on Next several times and then click on Finish to complete the wizard.

Add a relationship from the Relationships view

The Relationships view displays an overview of all relationships between persons and organisations in the database.

To add a relationship from the Relationships view:

1. Go to: CRM / Organisation/person / Relationship.
2. Click on: New. 
3. Select the organisation or person to which you want to add a relationship.
4. Click on: Next. 
5. Select the relationship type.
6. Click on: Next.
7. Select the target. At the bottom of the screen you see what the relationship between the organisations looks like.
8. If necessary, enter a Comment.
9. If necessary, enter a Start date and End date.
10. Click on: Finish.