Adding Relationships to Contacts
To relate any two contacts in foxEnterprise:
- open the contact you wish to edit
- go to the Relationships tab
- click on "Relationship Type" and choose the type of relationship
- click on "Relationships" and choose the person
- click "Add Relationship To Contact" button
Notes:
You can configure new Relationship Types in Admin > General > Contact Category Types
If the contact you wish to add as a relationship does not appear, edit that contact and add them to the required Category on the Profile tab
If the contact you wish to add does not yet exist, you can add new contacts by clicking the "Create A New Relationship" button