2.3.4 Insta Party View - All Relationships
The All Relationships segment allows to view the all relationships with all parties associated with the customer.
- On the Insta Retail View screen, click and expand the All Relationships section.
- On the All Relationships segment, click on the View button. The All Relationships popup screen will be displayed.
Table 2-15 All Relationships – Field Description
Field Description Related From Party Type The Party Type of party with whom a relationship with customer is added. CIF/ Party ID The CIF ID/Party ID with whom a relationship with existing customer/non-customer is added. Name The name of the party. Relationship Type The type of relationship the party has with the other associated party. Relationship Code The code of the relationship between primary and associated parties. Relationship Added Date The date on which relationship is added between primary and associated parties. Action To view party to party relationships. Related To Party Type The Party Type of party with whom a relationship with customer is added. CIF/ Party ID The CIF ID/Party ID with whom a relationship with existing customer/non-customer is added. Name The name of the party. Relationship Type The type of relationship the party has with the other associated party. Relationship Code The code of the relationship between primary and associated parties. Relationship Added Date The date on which relationship is added between primary and associated parties. Action To view party to party relationships.
Parent topic: Insta Party View
