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In Sage CRM, open the person to create a relationship for, and then click the Summary tab. Click Maintain Relationship. In the Create Relationship window, select the Relate check box. In the Contact Code field, click Suggest Relationship.

Note The Maintain Relationship button is available only if a relationship exists between the Sage CRM company for the selected person and an Accounts Receivable customer.

Use Suggested Relationships for Contacts to select an Accounts Receivable customer contact in the Sage 100 system to have a relationship with the selected company contact person.

Note A relationship must be created between a Sage CRM company and an Accounts Receivable customer before relationships can be created between their contacts.

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