Business Relation Table
Contains the different types of business relations your company has with external entities (for example, customers, vendors, banks, lawyers, consultants, competitors, and so on).
You can use the information in the Contact Business Relation table to assign business relations to your contacts and to segment your contacts.
You can integrate the contact card with the customer card, vendor card, and bank account card by assigning business relation codes to customers, vendors, and bank accounts in the Marketing Setup window.
List of Fields in the Table
To see the list of fields in this table, change to the Classic view. Choose the Choose View button in the upper-right corner, and then choose Classic.
| Field | Location |
|---|---|
| No. of Contacts Field, Business Relation Table | Relationship Management |
| Code Field, Business Relation Table | Relationship Management |
| Description Field, Business Relation Table | Relationship Management |
See Also
Reference
Business Relations
Contact Business Relation
Other Resources
Synchronizing Contacts with Customers, Vendors and Bank Accounts
How to: Set Up Business Relations
Relationship Management Setup