You can use the Contact Business Relation window to assign business relations to your contacts. Only companies can be assigned business relations.
Before you can synchronize contacts with customers, vendors and bank accounts, you must set up business relations in the Business Relations window.
Open the Contact Card window.
Select the contact you want to assign a business relation to, and click Contact, Company, Business Relations. The Contact Business Relations window appears.
Alternatively, you can open the Contact Business Relations window by following this procedure: on the contact card, on the Segmentation tab, click the AssistButton to the right of the No. of Business Relations field.
Press F3 to enter a business relation.
In the Code field, click the AssistButton to see a list of the business relations in the Business Relations window.
Select the business relation you want to assign and click OK.
Repeat steps 3 to 5 to assign as many business relations as you want.
You can also assign business relations from the Contact List window, by following the same procedure.
The program automatically enters the number of business relations you have assigned to the contact in the No. of Business Relations field on the Segmentation tab of the contact card.
When you have assigned business relations to your contacts, you can use this information to select contacts for your segments.
Setting Up Business Relations
Linking Contacts with Existing Customers
Creating Contacts as Customers
Creating Contacts from Customers