How to Create a Relation

 

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To create a relation, fill in the fields in the header of the relation. The header contains the general data that applies to the entire relation. You need a company name as a minimum; and possibly a general telephone number, a general e-mail address and internet address. By creating a relation you generate the standard report Relation Card (8000). Follow the step-by-step plan and easily and quickly create a relation in MKG.

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Step 1. Create a Relation Card

Open the CRM

module. You will arrive at the module home page. Under 'Actions' you will find the New button. Click here.

Step 2. Fill in the Fields in the Header

You now have an empty relation card in front of you. On this card you manage all the data of your relation. Immediately below the navigation bar is the header. Below that you will see the tabs 'General', 'Addresses', 'Contacts', 'Purchase', 'Sales', 'Notifications', 'Activities' and 'Documents'. You can see the preview on the right side of the screen. You can turn this report preview on or off via the Preview

button.

To create a relation, fill in the fields in the header: Company Name, Telephone, E-mail and Website. The 'Active' box must be checked (= default). Now enter the company name [mandatory], the general telephone number, the general e-mail address and the internet address.

 

Please note! Do not use the fields in the header for extension numbers or personal e-mail addresses. You can put these on the 'Contact' tab. » How to Add Contacts to a Relation

Step 3. Create the Relation

Did you fill in the fields? Then click Save

You created the relation. MKG now automatically assigns a relation number. The changes made are immediately visible in the preview of the standard report Relation Card (8000).

On the 'General' tab, you can change the company name in the Search Name field if desired. You can now add one or more addresses and one or more contacts to this relation. You can also create sales quotes for this relation, and you can make this relation a debtor or a creditor.