CRM – Relationships

Can I add a new relationship category?
Yes, you can click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new relationship category you want to add and click o...
Thu, Jan 28, 2016 at 8:57 AM
Can I edit or delete a relationship category?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   To edit a value, click on the edit Icon to the right of the value you’d...
Thu, Jan 28, 2016 at 8:57 AM
Can I change the order that the relationship categories appear in the dropdown box?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3 r...
Thu, Jan 28, 2016 at 8:57 AM
How do I edit or delete a relationship?
On the relationship grid you can either double click on the relationship you want to edit or you can highlight that relationship and click the blue “View/Ed...
Fri, Jul 13, 2018 at 10:14 AM