Assigning Customers/Members to Relationships

You can assign customers/members to relationships on the Manage Relationships page.

Before you can assign customers/members to a relationship, you must add the relationship from the Add Relationship functionality or the Manage Relationships functionality.

Open the Manage Relationships page via one of the following methods:
- Select Profitability > Manage Relationships.
- Select Pricing > Manage Relationships.
Use the Filter option to search for a relationship.
Select the check box that precedes the name of a relationship.

The Customers/Members list appears.
Select Add for the Customers/Members list.
The Add Customers/Members to Relationship page opens.
Enter at least three characters in the Customer/Member field.

Tip You can search on two or more strings of three or more characters simultaneously using the OR or || (double pipe symbol) operators.
Select the Search option.
Matching data appears that is drawn from existing customer/member names that are brought into the application from the monthly update process.
Select one or more check boxes from the search results list.
Select Add to assign the selected customers/members to the active relationship.

The customer/member names, IDs, and current relationships appear in the Customers/Members list. An option to recalculate affected calculations also appears.
Repeat this process until all the necessary customers/members are assigned to the relationship.

After you assign the customer/member, you can Delete the assigned customer/member from the user-defined relationship. You cannot create, edit, or delete customers/members manually on the Manage Relationships page.

Only one instance of a customer/member can exist in a single relationship, but customers/members can belong to multiple relationships.

Solo-relationship customers/members are handled differently when they are removed from user-defined relationships.

After you add or remove a customer/member from a relationship, you must run the related calculations.