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Managing Relationships Between Contacts

An individual may have a relationship with other contacts who influence purchasing decisions. If so, an end user can track the relationships between the contact who has purchasing authority and those who might influence the contact's decisions.

NOTE:  A relationship can only be created for a contact you created.

This task is a step in Process of Using Automotive to Work with Contacts.

To view, edit, create, and delete a relationship between contacts

1. Navigate to the Contacts screen, then the Contacts List view.
2. Drill down on the Last Name field link for a selected contact record.
3. Click the Relationships view tab.
4. In the Relationships list, add, edit, or delete records.

   NOTE:  A relationship can only be created for a contact you created.

Related Topics

Associating a Vehicle with a Contact

Viewing Service History and Sales History for a Contact

Managing Service History Information