Select an Existing Person or Organization to Establish a Relationship Between Parties

You can now establish a relationship between two parties by selecting an existing person or organization in the party relationship creation UIs. Selecting an existing person or organization eliminates the creation of a duplicate person or organization and reduces the need to merge duplicates. Prior to Release 12.2.15, when creating a relationship, you entered the person or organization name as free text which often led to duplicates.

Organization to Organization Relationship

Person to Person Relationship

Person to Organization Relationship

Organization to Person Relationship

Person to Organization Relationship - Create Person

Steps to Enable

You don't need to do anything to enable this feature.