Entering Relationships on a Transaction

You can associate contacts with a transaction by adding them on the Relationships subtab.

If you have the Multi-Partner Management feature enabled, you can associate partners with the transaction. For more information, see Associating Partners With Customers and Transactions.

The Relationships subtab shows only on transactions that involve working with customers, partners, or other entity records. Entity records include company, contact, vendor, and employee.

To add contacts when creating a transaction:

On the transaction page, click the Relationships subtab.
Under Contacts , enter the contact's name, title, email address, phone number, subsidiary, and role, and click Add.
Click Save.

You can also add contacts in view or edit mode after the transaction has been created.

To add contacts when creating a transaction:

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