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The Relationships tab is available in the context of all main entities including Companies, People, Leads, Opportunities, Quotes, Orders, and Cases. Typical examples include relationships which show:
All relationships are reciprocal. This means they can be viewed and set up from the context of each party involved in the relationship.
You may find it helpful to read the Relationship information from the top of the screen downwards.
Your System Administrator is responsible for setting up relationship types available in the system. If you need new or different relationship types to meet your business needs, please contact your System Administrator.
See Also:
Sage CRM user assistance PDFs
