Using the CRM Relationship tab
This month's tip explains how to use the 'Relationships' function which is often overlooked even by experienced users. The Relationships tab allows you to define links between the main entities in the system such as people and companies.
The example below shows you how to set the links between a Consultant and the companies he is consulting for:
The relationship needs to be described as a Parent/Child relationship or a Sibling relationship:
Add companies that Peter Jones is a Consultant to:
Then against Peter Jones:
The opposite side of the realtionship is automatically set up: