Account relationship types

An account relationship is based on a defined account relationship type. Users with the system administrator role can define two types of relationships: partner-to-account and account-to-account.

There is one default account relationship type provided for partner accounts. The system administrator can create additional account relationship types by defining the following information:
  • A unique name that identifies the relationship type.
  • The type of source account, either an account or a partner.
  • The type of target account, either an account or a partner.
  • The relationship name between the source account and the target account.
  • The reverse relationship name between the target account and the source account.
Figure 1. Account Relationship Type form
Account Relationship Type form

The system administrator can also update and delete account relationship types.

Create an account relationship type

Create an account relationship type by defining the types of source and target accounts and providing a name for the relationship between these accounts.

Before you begin

Role required: admin

Procedure

  1. Navigate to Customer Service > Administration > Account Relationship Types.
  2. Click New.
  3. Fill in the fields on the Account Relationship Type form.
    Table 1. Account Relationship Type form fields
    Field Definition
    Relationship type A unique name that identifies the type of relationship. For example, Service Provider.
    From The type of source account for this relationship type; can be either an account or a partner.
    Relationship A text field where you can name the relationship from the source account to the target account. For example, Service provider for.
    To The type of target account for this relationship type; can be either an account or a partner.
    Reverse relationship A text field where you can name the reverse relationship from the target account to the source account. For example, Customer of.
    Active Sets the account relationship type as active or inactive. Active account relationship types can be used to create account relationship records.

    An account relationship type can be set to inactive at any time.

  4. Click Submit.
    The new account relationship type appears on the Account Relationship Types list.

Edit an account relationship type

Edit an existing account relationship type by changing the types of source and target accounts and the name of the relationship between these accounts.

Before you begin

Role required: admin

About this task

When updating an existing account relationship type, if that account relationship type is currently being used by any account relationship records, then the Relationship and Reverse relationship fields in those records are automatically updated.

Procedure

  1. Navigate to Customer Service > Administration > Account Relationship Types.
  2. Select a relationship type from the Account Relationship Types list.
  3. Make the desired changes to the fields on the Account Relationship Type form.
    Table 2. Account Relationship Type form fields
    Field Definition
    Relationship type A unique name that identifies the type of relationship. For example, Service Provider.
    From The type of source account for this relationship type; can be either an account or a partner.
    Relationship A text field where you can name the relationship from the source account to the target account. For example, Service provider for.
    To The type of target account for this relationship type; can be either an account or a partner.
    Reverse relationship A text field where you can name the reverse relationship from the target account to the source account. For example, Customer of.
    Active Sets the account relationship type as active or inactive. Active account relationship types can be used to create account relationship records.

    An account relationship type can be set to inactive at any time.

  4. Click Update.

Delete an account relationship type

Delete an account relationship type.

Before you begin

Role required: admin

About this task

If there are no account relationship records that use the account relationship type, then it is simply deleted.

If there are active account relationship records that use the account relationship type, an attempt to delete that relationship type results in a warning message. Deleting an account relationship type also deletes the relationship records based on that type.
Note: Account relationship types can be set to inactive at any time.

Procedure

  1. Navigate to Customer Service > Administration > Account Relationship Types.
  2. Select a relationship type from the Account Relationship Types list.
  3. Click Delete.
  4. Click Delete again in the confirmation pop-up window.