You can use the Business Relations window to set up the business relations you want to use when entering information about your contacts. Business relations are used to indicate the business relationship you have with your contacts, for example, a prospect, bank, consultant, or service supplier.
If you plan to synchronize your contacts with vendors, customers, or bank accounts in other parts of the application, you may want to set up a business relation for them.
To set up a business relation
In the Search box, enter Business Relations, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the Code and Description fields.
Repeat these steps to set up as many business relations as you want.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |