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The Relations window can be started form the menu Maintenance> Relations or by pressing Ctrl+3 or with the Relations - button.
Relations are companies or persons.
Debtors and creditors are created based on a company or person. A relation is either a debtor or a creditor not both.
Depending on your version and modules, various tabs are displayed. In the Basic version, only companies and no (contact) persons can be entered.
The contact person can then be entered in the 'Attn.' field of companies.
Relations are companies and persons. In these screens relations can be entered with addresses, e-mail address etc.
It is also possible to enter mailings and events, like phone calls and meetings.
All relevant information concerning debtors and creditors is entered here.
Debtors and creditors are needed to book journals, register time and create invoices.
Debtors and creditors do have the same code as the accompanying company or person.
Because of this all data of a debtor/creditor and the accompanying company or person are related.
In tabpage Relation management a custom made database can be maintained with 35 files of around 40 fields.
For the Trust-version a standard solution is available with a predefined database.
Reports for Relation management can be generated with the query tool, standard reports and custom reports.
History
All changes in Relation management and relations can be logged with setting the option in the Settings> Relations > Log changes in relation management.
By clicking on a field with the right mouse button and choosing for History a popup screen will appear with the history of that field.
To view the history there is the Relation management report Relation management changes.
Search by Ctrl+F
A search function can be used in every field in the Relations screen by pressing Ctrl +F.
Open the search screen by pressing Ctrl+F or by clicking with the right mouse button and choose <Search>.
A pop up screen will appear, enter a search string and with the <Search> button a list is built up that meet the search criterion.