- This tutorial will cover how to add and edit relations within Fundly CRM.
- Relations allow you to express the interpersonal and professional relationships that exist between contacts.
- To get to the Configuration Management – Relations screen mouse over the Configuration menu header and click on Relations.
- All currently configured relations are listed on this screen.
- To add a new relation click on the Add(plus) button on the top right of the screen.
- This will bring up the Add/Edit Relation popup.
- The only required field for a relation is the name of the relation.
- When you apply this relation to a contact the relationship will only appear one way, showing on the contact details of the contact from whom you made the assignment.
- To make the relation go both ways you must select the Apply Cross Relation check box.
- This will make a drop down menu appear that will allow you to set the name of the relation from the other contacts perspective, if different from the name you are creating.
- If the other relation name has not been set, it must first be created in order to create the link.
- Click Save & Add New to save this relation and create the other that it will be connected to.
- Once you have configured the relation as desired click on Save & Close, or click on Cancel to abort the current configuration.
- To edit or delete a relation, mouse over the relation name in the Configuration Management – Relation screen.
- Click on the appropriate icon that has appeared for the action you wish to take; Edit or Delete.
- Some relations are system defined and will not allow you to edit or delete them.
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