MYOB EXO Business

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Creating Relationships between Contacts

To create a relationship between Contacts:

  1. Go to the Account menu and choose Contacts. (You can also access Contacts via the debtors, creditors, non-accounts masters.)

  2. Double-click on the required contact, and then click on the Relationships tab.

  3. Right-click anywhere in the main window and choose New. The Relationship : New window is displayed:

  4. Select the relationship type in the Relationship Name field.

  5. Click the ellipsis button of the second entity name field, and search for and select the "target" Contact name.

  6. Click OK.

Removing Relationships

To remove a relationship, right click on the relationship icon and select Remove.

Related Topics

Relationships Tab

Entering Contacts for an Account