Defining a Relationship Between Contacts

Use the following procedure to define a relationship between contacts.

To define a relationship between contacts

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, drill down on the contact for whom you want to describe relationships; if the contact does not exist, add it.

   For more information on adding contacts, see Adding Contacts.

3. Click the Relationship Hierarchy view tab.

4. In the Party Relationship list, add a record, and complete the necessary fields described in the following table.

   Field	Comments
   Relationship	Categorizes the relationship between the contacts. The field has an LOV for Custom Defined Relationship values. Predefined values include Reports To, Spouse, Child, Lawyer, Board Member, Primary Contact (Backup), Admin Assistant, Competitor, Referral, Service Provider, Investor, Wealth Management Rep, Related Subsidiary, Bank Attorney, Trustee Attorney, and Debtor Attorney. The Siebel administrator can modify this LOV. For more information, see Configuring Lists of Values.
   Type	Defaults to Contact. Other values include Household, Organization, and Employee.
   Value	Identifies the other member of the relationship. The values are constrained by the Type field selection. For example, if Type equals Contact, then clicking the select button displays the Select Contact dialog box.

   The newly defined relationship is expressed in the Relationship Hierarchy explorer.