1. Using Care Experience
  2. Work with Relationships

Work with Relationships

You can associate subscription accounts with accounts or contacts using relationships. You can add a relationship for a subscription account with an account or a contact and specify the relationship type. You can also search, delete relationships, or add a comment for a relationship.

Here's how you can add a relationship and specify relationship type for a contact:

  1. On Subscription Accounts page, navigate to Relationships section.

  2. You can add a relationship using Add button and select Contact option.

    Add Contact window opens.

  3. You can either search for any existing contact using Search button or create a new contact using Create button. For details on how to create a new contact, see Create Subscription Accounts topic of this chapter.

  4. Click Select on Add Contact window.

    On Subscription Accounts page, Relationships section, you can see that the contact that you selected or created is now available in Party Name column with the party type as contact.

  5. You can specify Relationship Type from the drop-down list such as accountant, adviser, claim specialist, and so on.

Here's how you can add a relationship and specify relationship type for an account:

  1. On Subscription Accounts page, navigate to Relationships section.

  2. You can add a relationship using Add button and select Account option.

    Add Account window opens.

  3. You can either search for any existing account using Search button or create a new account using Create button.

    For details on how to create a new account, see Create Subscription Accounts topic of this chapter.

  4. You can enter an account name and click Search.

    The unique party name is displayed.

  5. Click Select on Add Account window.

    On Subscription Accounts page, Relationships section, you can see that the account that you selected or created is now available in Party Name column with the party type as account.

  6. You can specify Relationship Type from the drop-down list such as contract administration office, local procurement office, regional headquarter, and so on.