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Relationship Tab

    Created with a trial version of ScreenSteps

    On the relationship tab you may specify all the company and person relationship.

    Contact relationships - section expanded

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    Contact relationship section is divided to two sub sections.
        Employees section is for persons related with this company. It might be direct employees or persons which are rented by company. The relation is definded by columns Position, Department, Valid from, Valid to.
        Companies section is for related comapanies. The relation is defined by columnt Relation.

    Employees

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    Fields:
        Name - if you are adding new person to that company, you may start writting to this field and the contact will be found.
        Position - variable field. Just select if you want to specify person position in selected company
        Department - variable field. Just select if you want to specify person department. There might be value External for those person which are rent by this company.
        Valid from - time from the person is working in the company.
        Valid to - time to the person is working in the company.
        Note
        Primary

    Functions:
        1. Add new related person - by clicking the plus icon.
        2. Remove related person - by clicking the cross icon.
        3. Create new person - if the person you want to add is no currently in the system you may use this button to create it at fist.
        4. Edit selected person - click on the one row in table and select person you want to edit. Then click this button to do that.

    Companies

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    Fields:
        Name - if you want to add new related company, you may start writting to this field and the contact will be found.
        Relation - variable field with Parent<-->Child structure. This mean that you may select Controlling company or Division. So in the collapset section you may see the Controlling company in one way and Divison from the opposite look. See the Contact relationships - section collapsed to learn about this kind of structure.
        Note

    Functions:
        1. Add new related company - by clicking the plus icon.
        2. Remove related company - by clicking the cross icon.

    Contact relationships - section collapsed

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    1. Contact relationship summary.
    2. Select contact in (1) and contact detail is displayed here.
    3. Select contact in (1) and contact responsibilities are displayed here.

    Contact relationships - section collapsed - view contact details

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    1. --> 2. By selecting company in contact relationships overview the appropriet contact detail is displayed.

    Contact relationships - section collapsed - view contact responsibilities

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    1. ... 4. If the selected contact has at leaset one Type of contact (eg. Client) the responsible persons for that type are displayed.

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