Setting Up Account Relationship Codes

When you link a person to an account, you must define in what way the person is related to the account by using an account relationship code. These codes are defined using Admin Menu, Account Relationship Type.

Description of Page

Enter an easily recognizable Relationship Type and Description for each relationship type.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​ACCT_​REL_​TYP.