Customer Relationship Form

Use this form to set the relationship between accounts Companies that might do business with your organization. and contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague., and to specify the relationship role A definition of one side of a business relationship that exists between accounts, opportunities, or contacts. they share.

Can I do this task?

You can create relationships between one customer The account or contact with which a business unit conducts a business transaction. record and one or more other records, defined by their relationship role A definition of one side of a business relationship that exists between accounts, opportunities, or contacts. you set up on the Customer Relationship form.

1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
2. In the list of accounts or contacts, open the record that you want.
3. In the record, click the Add tab.
4. In the Create Relationship group, click Relationship, and then select, Customer Relationship.
5. On the Customer Relationship form, enter information in the following boxes:
   • Party 1

     This field automatically displays the name of the customer whose record you opened.

   • However, you can click the Lookup button to search for and select a different account or contact record. If you do so, the new relationship that you set up will not appear in the customer record that you originally opened.
   • Party 2

     Select the customer record that you want to associate with the Party 1 record. Click the Lookup button to search for an account or contact record.

   • Role 1

     Select an option from the list. This field can be customized, so the values will vary.

     Your organization might set up different relationship roles The definitions of the business relationships between accounts, opportunities, and contacts. for different types of customers. This field is not required.

     If you do not see the relationship role you want, ask your system administrator to add it to the Relationship Roles area, which is in the Settings area.

   • Description 1

     Add any additional information, if desired.

   • Role 2

     In the list, click the relationship role that best describes the relationship of Party 1 to Party 2. The same items will appear in the list for Role 1 and Role 2.

     For example, if you selected Supplier from Role 1, you might select Retailer from Role 2.

   • Description 2

     Add any additional information, if desired.

6. Click Save or Save and Close.
7. Close the account or contact record.

Important

You cannot create duplicate relationships between records. For example, if there is already a relationship between the account Fabrikam, Inc, with the role of distributor, and the account, Litware, Inc, with the role of seller, you cannot create the same relationship between the records.

Note

To remove a relationship, open the account or contact, and then in the Navigation Pane, under Common, click Relationships. In the list of relationships, select the relationship that you want to delete, and then on the Actions toolbar, click the Delete button . Deleting the relationship does not delete the customer records.