Relationships

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You can access the Relationship page by clicking the Relationships sub-tab on the Account Details page, as shown in Figure 1.

 

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Figure 1 Accessing the Relationships Page

The Relationships feature enables you to trace relationship of the account with another via pre-defined parameters. Over a period of time, a business acquires customers who become frequent customers. Your business may offer some preferential treatment to such customers by using this feature. This feature will help you track a preferred account and its bearing on your other accounts.

To create a relationship between different accounts, click the Add a Relationship. Select from the options the one that best describes the relationship between the accounts, as shown in Figure 2. Click Create Relationship to Save or Cancel to go back to the previous page.

 

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Figure 2 The Relationships Page