Creating a Custom-Defined Relationship

Use the following procedure to create a custom-defined relationship.

To create a custom-defined relationship

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

2. In the Companies list, drill down on the company for which you want to create a custom-defined relationship.

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 company and another entity. 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. This LOV can be modified by the Siebel administrator. For more information, see Managing the Custom-Defined Relationship Types LOV.
   Start Date End Date	If the custom-defined relationship falls: Between the Start and End Dates, the custom-defined relationship appears in the tree. Outside the range, the custom-defined relationship does not appear to the user. The user can enter a start or end date, or both.
   Type	Use this field to determine the type of entity with which you wish to establish a relationship. Defaults to Contact. Other values include Household, Organization, and Employee.
   Value	The value in this field is based on the Type field. For example, if Type equals Contact, then clicking the select button in the Value field displays the Select Contact dialog box.

The newly defined relationship appears in the Relationship Hierarchy explorer.