Relationship Type

  • Relationship Types are used within the systems to manage relationships between entities, either a Company or a Person
  • More on setting up a relationship can be found in setting up Relationships
  • Compliance Requirements can also be set per Relationship type

 

Navigate to the Relationship Types section on the Main Menu under (1)System and then select (2)Relationship Types

Relationship Type

You have the option to (1)Add or (2)Edit a Relationship Type

Relationship Type

Populate the fields as listed and select the Save Button

Relationship Type

Available Fields:

  • Relationship
  • Kind

 

Last Updated on 7 years ago by Tinus Burger