Setting Up Business Relations

You can use the Business Relations window to set up the business relations you want to use when entering information about your contacts. Business relations are used to indicate the business relationship you have with your contacts, for example, prospect, bank, consultant and service supplier.

If you intend to synchronize your contacts with vendors, customers or bank accounts in other parts of the application, you may want to set up a business relation for them.

To Set Up Business Relations:

  1. Open the Business Relations window.

  2. Press F3 to enter a new business relation.

  3. Fill in the Code and Description fields.

Repeat steps 2 and 3 to set up as many business relations as you want.

Related Topics

Assigning Business Relations