Contact Company Relations Single Dialog Workspace

Use this workspace to enter relationships between a given contact company and other contact companies and contact persons.

For each contact company, you can enter the other contact companies and persons with which that company is in contact. You can also specify the type of relationship, for instance, whether it is professional or personal.

You can enter information for any contact persons (employees and customers) and contact companies.

This information can prove very useful when you need to learn about a prospect or customer. You can browse the workspace to look for someone who knows the customer or has a relationship with the prospect organization.

The Contact Company Relations tab displays information about the selected contact company; you can change contact company information and create contact companies in the same way as you do in the Contact Companies workspace. The fields in this tab correspond to the fields in the Contact Companies tab in the Contact Companies workspace; changing the information here updates the Contact Companies workspace appropriately

In the Contact Relations sub-tab, you can view and enter information about the contact persons and companies with which the contact company in question has a relationship. Contact relationship information is bidirectional. This means that if you select contact company A in the tab and create a line that specifies contact company B in the sub-tab, it corresponds exactly to selecting contact company B in the tab and entering contact company A in the sub-tab. This functionality also applies to relationships between contact companies and contact persons. Consequently, each relationship appears in the sub-tab of both parties.

For more information about creating contact companies and the functionality of the individual tab fields and actions that are available in this workspace, see the description of he Contact Companies workspace.