Add items to the General - Relation list
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 in SuperOffice CRM. It should be a verb in the active form, for example, owns.
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 in SuperOffice CRM. It should be a verb in the passive form, for example, owned by.
Click here to see some examples of relations.
Type Active Passive Company – Company: Company ABC Ltd cooperates with Consultancy Firm Co. Consultancy ABC Ltd cooperates with Company Firm Co. Company - Contact: Company ABC Ltd hires Greg Campbell (Consultancy Firm Co.) Greg Campbell (Consultancy ABC Ltd) is hired by Company Firm Co. Contact - Company: Peter Johnson owns Company ABC Ltd Company ABC Ltd is owned by Peter Johnson. Contact - Contact: Mark Johnson (Consultancy Firm Co.) is the son of Peter Johnson (Company ABC Ltd). Peter Johnson (Company ABC Ltd) is the father of Mark Johnson (Consultancy Firm Co.).
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 in SuperOffice CRM.
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.
Click Save to save the changes or Cancel to reject them.