Create Relationship / Maintain Relationship / Promote Company to Customer

Window Details
	Navigation
	Overview

Navigation

In Sage CRM, open the company, person, or address to create or maintain a relationship for, and then click the Summary tab. Click Maintain Relationship. For persons and addresses, the Maintain Relationship button is available only if the company for the selected person or address is related to an Accounts Receivable customer.

Based on the company, person, or address selected, one of the following windows appears:

If the company, person, or address does not have a relationship with an Accounts Receivable customer, contact, or ship-to address, the Create Relationship window appears.
If the company, person, or address already has a relationship with an Accounts Receivable customer, contact, or ship-to address, the Maintain Relationship window appears.
If the company has a type other than Customer, the Promote Company to Customer window appears.

Overview

Use Create Relationship to create a new relationship between the company, person, or address selected in Sage CRM and a Sage 100 customer, person, or address. If the appropriate options are selected in CRM Company Options, you can create a new Sage 100 record for the relationship with the selected Sage CRM record. Relationships can be created for persons and addresses only if their associated company is related to a Sage 100 customer.

Use Maintain Relationship to break a relationship between the company, person, or address selected in Sage CRM and its related Accounts Receivable customer, person, or address. You can then access Create Relationship to create a new relationship if needed. A relationship can be broken only if there are no open sales orders or quotes for the related company and customer.

Use Promote Company to Customer to change a Sage CRM company type to Customer and create a relationship with a Sage 100 customer. A company must be promoted to have a type of Customer to be related to a Sage 100 customer. After a company is promoted to a type of Customer and is related to a Sage 100 customer, all prospect quotes for that company are automatically promoted to customer quotes for the related customer.

The following windows accessed from Sage CRM allow you to create and maintain relationships between Sage CRM companies and Sage 100 customers.

For more information, see the appropriate topic:

Create Relationship

Maintain Relationship

Promote Company to Customer