Relationships

Can you add multiple relationships and if so how?  Currently I can assign parent (owner) sibling and child.  We have a situation where we have owning companies, and companies that manage businesses by others.  Is it possible to add Managed by and if so how?

Parents
  • 0

    Hi Bruce

    In Sage CRM, to add a new type of relationship definition that allows companies to manage another company and be managed by another company, you need to follow these steps:

    1. Access Administration : Click on | Administration | Data Management | Manage Relationship Types .
    2. Create New Relationship Type :
      • Click New to create a new relationship type.
      • In the Relationship definition fields, select the appropriate relationship type. For your scenario, you might consider using the Parent/Child relationship type to represent the management hierarchy.
    3. Define Relationship Names :
      • Be consistent with naming conventions. It is recommended to use "doing words" (verbs) in the same tense to form the basis of the Relationship Name. This helps users understand the relationship context.
      • For example, you could define the relationship as "Manages" for the Parent entity and "Managed By" for the Child entity.
    4. Save the Relationship Type : Once you have completed the fields, click Save to create the new relationship type.

    By following these steps, you can set up a new relationship type that reflects the management structure between companies.

    I recorded a video a little while ago that should also help.

Reply
  • 0

    Hi Bruce

    In Sage CRM, to add a new type of relationship definition that allows companies to manage another company and be managed by another company, you need to follow these steps:

    1. Access Administration : Click on | Administration | Data Management | Manage Relationship Types .
    2. Create New Relationship Type :
      • Click New to create a new relationship type.
      • In the Relationship definition fields, select the appropriate relationship type. For your scenario, you might consider using the Parent/Child relationship type to represent the management hierarchy.
    3. Define Relationship Names :
      • Be consistent with naming conventions. It is recommended to use "doing words" (verbs) in the same tense to form the basis of the Relationship Name. This helps users understand the relationship context.
      • For example, you could define the relationship as "Manages" for the Parent entity and "Managed By" for the Child entity.
    4. Save the Relationship Type : Once you have completed the fields, click Save to create the new relationship type.

    By following these steps, you can set up a new relationship type that reflects the management structure between companies.

    I recorded a video a little while ago that should also help.

Children
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