Entering Relationships on a Transaction
You can associate contacts with a transaction by adding them on the Relationships subtab.
If you have the Multi-Partner Management feature enabled, you can associate partners with the transaction. For more information, see Associating Partners With Customers and Transactions.
The Relationships subtab shows only on transactions that involve working with customers, partners, or other entity records. Entity records include company, contact, vendor, and employee.
To add contacts when creating a transaction:
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On the transaction page, click the Relationships subtab.
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Under Contacts , enter the contact's name, title, email address, phone number, subsidiary, and role, and click Add.
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Click Save.
You can also add contacts in view or edit mode after the transaction has been created.
Related Topics
- Working with Transactions
- Creating Transactions
- Entering Transaction Line Items
- Entering Communication Information to a Transaction
- Tips for Working with Transactions
- Finding Transactions
- Voiding, Deleting, or Closing Transactions
- Memorized Transactions
- Preferred Transaction Delivery on Customer and Vendor Records
- Transaction Detail Report
- Transaction Detail Workbook Overview
- Limits for Display of Transaction Lists and Sublists