Setting Relationships within the CRM can help to link two records across the CRM hierarchy. For example, you may wish to relate a Contact record to a Division record as they're a consultant for them.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Relationship Types, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to General
Once within the 'Settings Centre', navigate to the 'General' section and scroll down until you reach the 'Relationship Types' configure option.
Step 3: Add Relationship Types
By selecting the 'Click to Configure' link, the Configure Relationship Types window will open. Within this window all of your current Relationship Types will be listed. To add a new one, click on the '+' icon in the top right-hand corner.
You can then start filling out information about your new Relationship Type:
From Object: You will need to select the record Type that the relationship will start from. Using the previous example, this could be a Contact record.
To Object: This object will be the record Type that the relationship will be to, for example a Division record.
Description: It is important to ensure the 'Description' explains what the relationship is, to ensure CRM users know when to select this Relationship Type. For example, this might be 'Electronic Consultant for'.
Reverse Description: This Description will appear if you try to select the Relationship Type from the 'To Object' record level. For example, this might read 'Electronic Customer of'.
Step 4: Click Create
Once happy with the information entered, click 'Create' and your new Relationship Type will be available for users to select.
For more information on how to use relationship types, take a look at our article.