Maintain Relationship

Window Details
	Navigation
	Overview
	Fields

Related Topics
	Suggested Relationships for Customers	Customer Relationship Management FAQs
	Suggested Relationships for Contacts	CRM Company Options
	Suggested Relationships for Ship-To Addresses	Create Relationship / Maintain Relationship / Promote Company to Customer

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. 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; otherwise, the Create Relationship window appears.

Overview

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.

Fields

Record Type	Customer No.
Relate	Contact Code
Sage 100 Company Code	Ship-To Code