CRM- Relationships

Can I add a new relationship category?
Yes, you can click on the up and down arrows of the drop-down box and click on “New/Edit”. Type in the new relationship category you want to add and click...
Tue, 23 Mar, 2021 at 12:31 PM
Can I edit or delete a relationship category?
Yes, click on the up and down arrows of the drop-down box and click on “New/Edit”.   To edit a value, click on the edit icon to the right of the value you...
Tue, 23 Mar, 2021 at 12:32 PM
Can I change the order that the relationship categories appear in the dropdown box?
Yes, click on the up and down arrows of the drop-down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3...
Tue, 23 Mar, 2021 at 12:32 PM