How to: Assign Business Relations
Use the Contact Business Relations window to assign business relations to your contacts. Only companies can be assigned business relations.
Before you can synchronize contacts with customers, vendors, or bank accounts, you must set up business relations in the Business Relations window.
To assign a business relation to a contact
In the Search box, enter Contact, and then choose the related link.
In the Contacts window, select the contact that you want to assign a business relation to.
On the Contact card, on the Navigate tab, in the Contact group, choose Company, and then choose Business Relations. The Contact Business Relations window opens.
In the Business Relation Code field, select the business relation you want to assign.
Repeat these steps to assign as many business relations as you want.
You can also assign business relations from the Contact List window by following the same procedure.
Note
The number of business relations you have assigned to the contact is displayed in the No. of Business Relations field on the Segmentation FastTab of the Contact card. After you have assigned business relations to your contacts, you can use this information to select contacts for your segments. For more information, see How to: Add Contacts to Segments.
See Also
Tasks
How to: Set Up Business Relations
How to: Link Contacts to Existing Customers
How to: Create Contacts as Customers, Vendors, or Bank Accounts
How to: Create Contacts from Customers, Vendors, or Bank Accounts
Concepts
Synchronizing Contacts with Customers, Vendors and Bank Accounts
Other Resources
Contact Business Relations
Business Relations
No. of Business Relations