Relationships module

Name:
Relationships
Type:
module
Description:
Module to register the relation between two accounts, contacts, vendors or leads.The module enables you to record and analyze relationships of a lead, an account or a contact for a better understanding of its roles, dependencies and influences.
Keywords:
relation account contact lead hr human resources
Release Date:
License:
Vizsage
Price:
Subscription
Author Name:
JPL TSolucio, S.L.
Contact EMail:
info@tsolucio.com

Module to register the relation between two accounts, contacts, vendors or leads. The module enables you to record and analyze relationships of a lead, an account or a contact for a better understanding of its roles, dependencies and influences.

Fields

Relationship Information

Field Type Values
Actor A relation Accounts,Contacts,Vendors,Leads
Relation Start date
Actor B relation Accounts,Contacts,Vendors,Leads
Relation End date
Relation Type picklist Network,Supplier,Family,Work
Relation No autonumber Identifier
Relation Status picklist Active,Inactive
Assigned To assigned to
Created Time datetime
Modified Time datetime


Custom Information


Description

Field Type Values
Description text
Updates

Table of Contents