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Relationship Centre
You can find a video introducing the Relationship Centre on the MYOB Greentree Campus.
On This Page
Security
Users can read any Communication, Followup, or Appointment associated to a record they have access to.
For security details on Add, Edit and Delete refer to the respective form topic.
The Relationship Centre contains details of these activities by organisation and/or contact:
- Appointment
- Communication
- Followup.
Access to information is restricted by user security settings.
ORGANISATION
F9 or selecting
from
ORGANISATION displays
a droplist showing organisation Name, Address 1, Address 2,
Address 3 and Post code.
To view:
- select ORGANISATION
- enter the organisation code or name
- [TAB] or [ENTER] off the field.
To search:
- select ORGANISATION
- enter a partial organisation name, business address, mobile or phone number
- Enterprise search will automatically activate
- [TAB] or [ENTER] off the search result to view.
Selecting the field title provides the option of choosing which fields are included in the search. By default All is selected.
CONTACT
A droplist showing contact Full Name, Position, Address1, Suburb, and Email.
Where ORGANISATION is:
- selected, the contact list is filtered to display only those contacts that belong to the organisation.
- not selected, on selection of a contact, the organisation assigned against that contact will pre-populate to ORGANISATION.
To view:
- select CONTACT
- enter the contact code or name
- [TAB] or [ENTER] off the field.
Double clicking on the selected contact will take you to the contact record in Contact enquiry.
To search:
- select CONTACT
- enter a partial contact name
- Enterprise search will automatically activate
- [TAB] or [ENTER] off the search result to view.
Selecting the field title provides the option of choosing which fields are included in the search. By default All is selected.
Additional search fields can be added via System > System Setup > Class Maintenance.
These detail is provided in enquiry view only:
Appointment
Displays real time information of all appointments for the selected organisation/contact combination.
Communication
Displays real time information of all communications for the selected organisation/contact combination.
Followup
Displays real time information of all followups for the selected organisation/contact combination.
Column Views
Columns can be sorted or hidden from view as required.