- On the Contact Profile tab, click the icon adjacent to Parent Organizations (terminology may vary).
- On the Add Related Organization screen:
- Type in the Parent name. If the parent organization exists in the database, the field will automatically populate. If the related organization does not exist in the database, you will first need to set it up as a contact prior to setting up the relationship.
- Select the desired 'Relationship Type from the drop-down list, or click the icon to add a new relationship type. See Contact Relationship Types for information on setting up relationship types.
- Click Done.
Once a parent relationship has been created, the system will automatically create a child relationship for the child contact.
|NOTE: When creating a Parent/Child relationship, the parent will be available for selection, as the billling contact when creating invoices for the child|