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EventPro Software User Manual

Breadcrumb Trail: EventPro Setup > CRM

Relations

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Under Setup > CRM > Relations, you define the different types of relationships that exist between CRM Contacts, which can be particularly useful for illustrating the connections between event attendees.

1.Start a new record or edit an existing record under the Relations tab.

2.The Setup Contact Relation edit form opens.

3.Item Code: Enter a name for this type of relationship.

4.Description: The description will initially default to the item code, but you can change it, if you wish.

5.Relationship Type: Select the applicable pre-set Relationship Type from the drop-down list: Spouse, Parent, Child, Sibling, or Other.

The Relationship Types "Spouse" and "Child" are particularly important, as they will cause a Contact's Spouse Name and Child Names fields to be auto-populated.  See CRM > Add New Contact > Personal.

6.When you're done creating or editing the record, click Save and Close.

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