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CRM 4 adding new relationship roles RRS feed

  • Question

  • Can someone explain how to add new relationship roles to the Role 1 and Role 2 dropdown?  The Relationship Role entity is a system entity so I can't edit anything.

    Tuesday, June 5, 2012 3:41 PM

Answers

  • Hello,

    You can customize this lists. To find the place you should open CRM - Settings - Business Management - Relationship Roles. Here you will be able to insert required values.

    Tuesday, June 5, 2012 4:11 PM
    Answerer
  • I found it, it's under Settings -- Business Management -- Relationship Roles
    • Marked as answer by Mitchell2012 Tuesday, June 5, 2012 4:12 PM
    Tuesday, June 5, 2012 4:10 PM

All replies

  • I found it, it's under Settings -- Business Management -- Relationship Roles
    • Marked as answer by Mitchell2012 Tuesday, June 5, 2012 4:12 PM
    Tuesday, June 5, 2012 4:10 PM
  • Hello,

    You can customize this lists. To find the place you should open CRM - Settings - Business Management - Relationship Roles. Here you will be able to insert required values.

    Tuesday, June 5, 2012 4:11 PM
    Answerer