The following article contains instructions for creating and deleting relationships in the Relationships view of the Partners application.

Create a relationship

Preconditions

A relationship category created in the Partner relationship categories application needs to be available.

Instructions

1. Open the Partners application and switch to the Relationships view
2. Select the [New] button in the Relationships section. A new line item will be added in the work pane.
3. In the Partner column, enter a partner with whom the relationship is to be created
4. In the Relationship category, specify the relationship category

5. Select the [Save] button in the application header to save changes

Delete a relationship

Preconditions

It is not possible to delete a predefined relationship.

Instructions

1. Open the Partners application and switch to the Relationships view
2. In the work pane, select a relationship to be deleted and click the [Delete] button in the Relationships section
3. The selected line item will be marked for deletion; after clicking the [Save] button in the application header, they will be deleted from the work pane