InfiniSuite ERP
  • Using the Product
  • Overview
    • Getting Started
    • Enter Account Beginning Balances
    • Enter Bank Statement Opening Balances
    • Enter Vendor Beginning Balances
    • Enter Customer Beginning Balances
    • Enter Inventory Beginning Balances
    • Enter Opportunities
    • Enter Open Quotes
    • Enter Subscription Beginning Balances
    • Enter Open Sales Orders
  • Transactions
    • Overview
    • Bills
    • Cash Sales
    • Checks
    • Customer Payments
    • Deposits
    • Generate Recurring Customer Invoices
    • Generate Subscription Invoices
    • Invoices
    • Item Adjustments
    • Item Receipts
    • Journal Entry
    • Opportunity
    • Pay Bills
    • Print Checks
    • Print/Send
    • Quote
    • Reconciliations
    • Recurring Invoices
    • Sales Orders
    • Subscriptions
  • Lists
    • Chart of Accounts
    • Classes
    • Currencies
    • Items
    • Notes
    • Tasks
    • Terms
    • Units
    • Pick Lists
  • Relationships
    • All Relationships
    • Contacts & Leads
    • Customers
    • Employees
    • Other Names
    • Manufacturers
    • Competitors
    • Partners
    • Prospects
    • Salespeople
    • Vendors
    • Addresses
  • Reports & Dashboards
    • Reports
    • 1099 Detail
    • AP Aging Detail
    • AR Aging Detail
    • AP Expenses
    • Bank Register
    • Balance Sheet
    • Check Payment Detail
    • Check Register Report
    • Customer Balances
    • Customer Balance Detail
    • Customer Payment Detail
    • Deposit Summary Report
    • Financial Transactions
    • Financial Transactions Detail
    • General Ledger Report
    • Income Statement
    • Inventory Balance Detail
    • Invoice Register Report
    • Item Price List
    • Item Receipt Detail Report
    • On Hold Transactions
    • Opportunity Detail Report
    • Reconciliation Statement
    • Quote Detail
    • Sales By Customer
    • Sales By Customer Summary
    • Sales Order Detail Report
    • Sales Tax Detail
    • Subscription Detail Report
    • Trial Balance
    • Vendor Balance Detail
    • Vendor Balances
    • Dashboards
    • Financial Dashboard
  • Setup
    • Company Setup
    • Sales Taxes
    • Sales Tax Groups
    • 1099 Setup
    • 1099 Form Setup
    • User Setup
    • User Role Setup
    • My Settings
    • System Info
    • Error Log
    • Script Log
    • Activity Log
  • Currency
    • Overview
    • Currency
    • Currency Rate
    • Currency Rate Type
    • Lists and Relationships
    • Transactions
    • Realized Gains/Losses
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  1. Relationships

All Relationships

The Relationships menu provides access to applications that are used to setup and maintain all of your company's business connections.

Use All Relationships to view a list of all of your business relationships and the role(s) that the each entity plays in your business. For example, your company may do business with a Vendor, who is also a Partner and a Salesperson.

Use the filter bar to locate a specific entity and click Edit to make modifications or export a list of relationships for your review.

Click on New to enter a new relationship. You can setup the following categories of information for each relationship:

  1. Main - Assign an ID, Name and general information about this relationship.

  2. Types - Check each relationship that is applicable for the business connection and select a relationship type.

  3. Financial - Fill in the appropriate income account, invoice format, invoicing and sales tax setup if applicable.

  4. Banking - Fill in the appropriate banking information for making payments to this entity, if applicable.

  5. Contacts - Enter the contact information for individuals associated with this company.

  6. Addresses - Enter the primary address and any other addresses necessary for doing business with this company.

  7. Tasks - Enter any tasks related to this relationship.

  8. Notes - Enter any internal notes or instructions related to this relationship.

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Last updated 6 years ago