How do I assign a Relationship Type to a customer?

There are two ways to assign a relationship type to a customer:

Open the contact and choose Edit or create a new customer. At the bottom right, you will find the Extra section. Here you can assign one or multiple relationship types.

Open the list view of Contacts and select at least one contact in the list to which you want to assign a relationship type.

Then go to Actions - Add Relationship Types.

Select the relationship type(s) you want to assign and confirm by clicking Apply.

In the same way, you can also remove the relationship type for a selected number of contacts in a bulk action by going to Actions and choosing Remove Relationship Type.



Relation types