A relationship can be set between any 2 records in the CRM. New relationship types can be created if you have the correct level of authority in the CRM. In the example shown in this article, we'll set it between a Contact and a Company.
What's covered in this article
Prerequisites
You'll need to configure your relationship types before following the steps in this article
Step 1: Select Related on Contact
On a Contact, select the Related page on the left-hand side. This will show you any existing relationships which have been set up and also allow you to create new ones.
Step 2: Create a New Relationship
To create a new relationship, select the plus icon which will open the new window shown below. The example below shows the 'Configure' option, this is only available if you have CRM Admin rights.
Step 3: Link the Records
Once you've selected the correct relationship, you then need to select the record you want to link to. Depending on the type of relationship you've selected, it will alter the search you are able to complete. For example, if the relationship goes from a Contact to a Company, then the search will only return Companies for you.
Once you've chosen the correct record, the new relationship will be shown on the Related tab of the Records.
If you open the corresponding record from the Related tab, you'll see the same relationship displayed.
Building a Relationships Report
It's easy to get a simple overview on which Records are linked by a relationship. The Related tab will show you anything related to that Record but building a report on Relationships will allow you to view all Records related to each other.
Step 1: Navigate to Reports
To a build a report, simply select New Report from global create or navigate here. The report will need to be on the Entity called 'Relationship'.
Note: If this option is not showing for you please click here.
Step 2: Select Fields
You'll want to select which fields are going to be relevant in this report. Most likely you'll need the From Object Description and To Object Description so you can tell which records the relationship is between. You might also want to add the Relationship Type!
By selecting 'Show More' you can see other fields, such as Comment. You'll also be able to add any other fields relating to the record. For example, if I wanted to see the Company Industry for the Relationships with a Company, you can expand Company!
This will then create a Report for you which shows you all of the Record related to each other, what kinda of relationship and any other information added!
