Add a relation (Company screen)

• 3 minutes to read

Note

A relation must always consist of two parties, one active and one passive, for example: Company A owns Company B, while Company B is owned by Company A.

Go to the required company in the Company screen. (See Use the Find screen.)

Select the Relations section tab.
Click the Add button below the section tab. The Relation dialog opens.
You must specify the required company in the Company list box under Active part. This is mandatory.

Specify it either by clicking the arrow and selecting the required company in the displayed list box, by typing in the whole or the beginning of the company name.
Optionally, specify any contact in the Contact list box under Active part. For example, if a contact in Company A is a former colleague of a contact in Company B.
In the Company list box under Passive part, specify the company you want to define as the passive party in the relationship. Use the same procedure as under Active part.
In the Contact list box under Passive part, specify a contact for the passive party, if required. Use the same procedure as under Active part.
In the Relation list box, specify what relationship there is between the active and passive parties, "owns" for example. These are defined in Settings and maintenance.

Note

The alternatives displayed in this list box also depend on if it is a relation between two companies, between a company and a contact, or between two contacts.
Enter any additional information as free text in the Description field. If you type in anything here, a paperclip symbol is displayed on the relevant line in the Relations section tab.
The Result field is automatically updated according to the information in the Relation field. Example: If you selected "owns" as a relationship, the result will show who owns whom, and who is owned by whom.
When you are done, click Save to close the dialog and save the information you entered.