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Use this form to create and maintain business relation types. You can create any kind of business relation types, such as:

  • Members

  • Non-members

  • Prospects

  • Financial partners

  • Government organization

Defining the relation types depends on your company's work processes.

When you create a new business relation on the form, the system proposes the business relation type set as the default value on form.

Note Note

You can only have one customer type and one vendor type present. These relation types correspond to data in the and tables.

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field

Description

Source table for business relation. The three options, which depend on the business relation type, are:

  • Customer: table

  • Vendor: table

  • All others: table

Short description of the active business relation type.

Business relation type.