MYOB Exo Business

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Creating Relationships Between Contacts

To create a relationship between Contacts:

  1. Select Accounts > Contacts.

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

  3. Right-click in the main window and choose New. The Relationship : New window displays:

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

  5. Click the ellipsis button beside 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