The relationships described here describe the main and sub-contacts of individuals.
To display relationships and company structures more efficiently, use the new contact hierarchy and assign a contact category per contact to display companies, offices and individuals.
Here you have the possibility to link relationships to other contact records or to unlink them via the icon . For example: Mr. Konrad Eifrig is a relative of Katharina Eigen.
If a relationship exists in an contact record, this is graphically indicated by a dark blue bar above the Relationships tab.
Recreate relationship
You can create a new relationship via the “New record” icon .
Link relationship
If the contact record to be linked already exists, you can assign it via .
The assignment is made optionally via the customer number, the name, etc. Contact persons can also be searched for via the different contact types.