Create Relationship

 

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.