Managing Relations for Contacts
Contact Manager provides the ability to create arbitrary relationships between various entities in OfficeClip.
For example:
For Real Estate Transactions, a Broker can be a relationship between two
Contacts
.An
Account
can be a Partner of anotherAccount
.A
Contact
can be a Coordinator for anOpportunity
.
To create relationships in Contact Manager between the Contact Manager (Contacts, Accounts, Opportunities and Campaigns modules, first we need to Add new relation. To do so:
Click CRM > Contacts > Admin > Relations.
Click on Add Relations.
- Enter the
Name
, and click on the icon to save the relation. - To Edit the relation click on the icon and to Delete the relation click on the icon.
Add New Relationship
To add new relationship to a contact:
On the Contact Screen, click on the Contact detail icon for the
Contact
for which you want to create a relationship.On the contact summary screen, click New Relationship.
Choose the
Relation
from the drop-down list and select theSecond Participant
from the drop-down list.From the contact list dropdown, choose the contact for which you want to create a relationship.
- Click on the icon to view details of contact or account selected.
- Click Save.
On the contact summary screen of the contact, you can see the relationship created.