Creating and updating relationships

Relationship Builder allows you to create a new customer relationship, edit the name of a relationship after it is created, or delete a relationship. You can also change the owner of a relationship or merge existing relationships.

NOTE: For more information about relationships, see Relationship Builder overview.

Creating a relationship

To create a relationship :

  1. In the Search Unassigned field, type the customer name in the Unassigned Customers field.

    NOTE: Axiom RPPS filters the unassigned customer list accordingly. You can also search using customer attributes such as address or name. For more information, see Searching customers or relationships.

  2. Click and drag the customer name from the Unassigned Customers column to Create New Relationship.

    NOTE: The relationship name defaults to the customer name.

  3. In the NAME dialog, type a name for the relationship, if needed.
  4. Click OK.

  5. To assign additional customers to a relationship with the first customer, click and drag customer names from the Unassigned Customers column to the relationship pod created in Step 2. The number of customers assigned to the relationship displays in the bottom-left of the customer box.

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    NOTE: The Unassigned Customers column does not display all customers at the same time. For convenience, the list is paginated. To navigate through the pages of unassigned customers, click the page numbers at the bottom of the column.

Renaming a relationship

To edit the name of a relationship:

  1. Hove your mouse cursor over the customer relationship box, and click the pencil icon.

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  2. In the Name field, type a name, and click Save.

Deleting a relationship

To delete a relationship:

  1. Hover your mouse cursor over the customer relationship box and click the trash can icon.
  2. In the NAME dialog, click Delete.

TIP: To remove a customer from a relationship, see Removing a customer from a relationship.

Changing the owner of a relationship

You can change the owner of a relationship directly from a relationship pod.

To change the relationship owner:

  1. Hover your cursor over a relationship pod.

  2. Click the relationship owner icon.

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  3. In the Change Relationship Owner dialog, click the Relationship Owner drop-down to select a new owner.

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Merging relationships

To merge relationships:

  1. Click a relationship box and drag it to the relationship box you want to merge it with.
  2. In the dialoge that displays, select a name for the merged relationship or type a new name into the Custom Name text box.
  3. Click Save.