Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Party 2Select the customer record to associate with the Party 1 record. Click the Lookupbuttonto search for an account or contact record.Role 1Select an option from the list. This field can be customized, so the values will vary.Your organization might set up relationship roles, to indicate the role of your customers asthey relate to your business. This field is not required.If there are no relationship roles in the list or the relationship role you want is not listed,contact your system administrator and ask them to add the relationship role to theRelationship Roles area, which is located in the Settings area.Description 1Use this field to provide additional information about the relationship.Role 2From the list, select the relationship role that best describes the relationship of Party 1 toParty 2. The same items will appear in both lists.For example, if you selected Supplier from Role 1, you might select Retailer from Role 2.Description 2Use this field to provide additional information about the relationship.5. Click Save or Save and Close.Repeat this step to save the account or contact.ImportantYou cannot set up duplicate relationships between an account and the same account or contact. It works the same waywhen setting up a contact relationship. For example, if you create a relationship between a new account and theaccount, Fabrikam, Inc., and the customer's relationship role is set to Distributor, you cannot create a new relationshipfor the account that uses the same customer and relationship role.NoteTo remove a relationship, open the account or contact, and then under Details, click Relationships. In therelationships list, click the relationship that you want to delete, and then click the Delete button .242 Microsoft Dynamics CRM 4.0 User’s Guide