Add items to the General - Relation list
The Relations section tab in the Company and Contact screens displays any connections (relations) existing between contacts. For example, information about ownership structure or about people who have been employed in different companies.
For this list, the Edit list item dialog looks different from when you add items to predefined and user-defined lists.
To complete the fields in the Edit list item dialog when the list items are relations:
Enter the required name of the item in the Name field. What you enter here is displayed in the has relations column on the Relations section tab in the Company screen. It should be a verb in the active form, for example, owns.
Note
Note
This is a mandatory field and must therefore be filled in.
Enter the passive form of the relation in the Passive form field. What you enter here is displayed in the has relations column on the Relations section tab in the Company screen. It should be a verb in the passive form, for example, owned by. See examples at the end of this section.
Under This is a relationship between, specify if the relationship refers to a company and/or a contact on the active and passive side respectively. These fields correspond to the fields in the Relation dialog.
Under Example you can see an example of what the relationship looks like in practice.
Optionally, type in a description of the item in the Description field.
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Click Save to save the changes or Cancel to reject them.