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Tracking Relationships Between Contacts

When you want to track relationships between contacts, store the information in the Contact Relationship pages. For example, you might want to track influential relationships, such as personal relationships, business relationships, and industry peers for this contact.

To do so, first link the contact whose relationship you want to track to this contact record. (You can link as many contacts as you want.) Then define the relationship and add any other pertinent information.

NOTE: The tracking relationships feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

NOTE: Company administrators can create custom fields to store additional information about contact relationships and add those custom fields to the Contact Relationship Edit page layout. Then, users who have access to the contact relationship record can view and update the information in the custom fields.

Before you begin. Create a contact record for each person you want to link to the contact.

To track relationships between contacts

  1. Select the contact.

    For instructions on selecting contacts, see Finding Records.

  2. On the Contact Detail page, scroll down to the Contact Relationships section and do one of the following:
    • To link a contact, click Add.
    • To update information, click the Edit link in the row for the existing contact relationship.
  3. On the Contact Relationship Edit page, enter the required information.

    The following table describes some fields for tracking relationships between contacts.

    Field

    Comments

    Related Contact

    Click the Lookup icon, and select the contact whose relationship and information you want to track. This is a required field.

    Role

    Select an option that defines the relationship between the contacts. This is a required field.

    The default values are: None Specified, Child, Lawyer, Spouse, Accountant, Assistant, Investor, Banker, Lived with, Subordinate, Superior, Known Associate, Competitor, Relative, or Agent. Your company administrator can change or add values to the drop-down list.

    Reverse Role

    Select an option that defines the reverse relationship between the contacts. This is a required field.

    The default values are: None Specified, Child, Lawyer, Spouse, Accountant, Assistant, Investor, Banker, Lived with, Subordinate, Superior, Known Associate, Competitor, Relative, or Agent. Your company administrator can change or add values to the drop-down list.

    Start Date

    The default is today's date. You can use this field to record the start date of the relationship between the contacts.

    End Date

    Use this field to record the expiration date of the relationship between the contacts.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.