Create Relationship Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields

 

Related Topics
	Suggested Relationships for Customers		CRM Company Options
	Suggested Relationships for Contacts		Customer Relationship Management FAQs
	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 does not have a relationship with an Accounts Receivable customer, contact, or ship-to address, the Create Relationship 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.

Note Relationships can be created for persons and addresses only if their associated company is related to a Sage 100 customer.

Fields

 

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