Create Relation

The following instruction will help you to set up a new relation in Across.

Proceed as follows:

  1. Click the module bar on the left to switch to the Relations module via Administration > Relations.
  2. Click New below the top right window in order to open the Relation Properties dialog.
  3. In the Main tab, enter the name and, if applicable, the web address of the relation.
  4. You can enter the master data of the contact(s) in the Primary contact and Secondary contact tabs.
  5. You can enter the address of the relation in the Address tab.
  6. Click OK to finish creating the new relation.
  7. The new relation appears in the list of relations in the Relations module.

Configuring Relations

To modify the details and specifications of a relation at any time, select the desired relation in the Relations module and click Properties.

Deleting Relations

To delete a relation, select the relation from the list. Click Delete and then Yes in the following dialog box.