Configuration: Add/Edit Relation (Version 1.0)

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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