How to Create Relationships

Relationships that are created within OfficeTools by CARET WorkSpace create a link between two entities in your contact list for knowledge purposes.

1. To create a Relationship, navigate to either one of the contacts that you would like to link and right-click on their name in the Contact List on the left, hover over Relationships and choose the option that reads Add Relationship. A screen will prompt you to key in two lines of information.

2. The contact you right-clicked on will be populated in the first field in the first line and in the second field on the second line. In the first line, you will need to select the second contact that you would like to relate to the first. In the middle drop-down menu you will choose the relationship from Contact 1 to Contact 2 and in the second row you will do the same from Contact 2 to Contact 1.

3. Click Add to create the relationship.

Please note: In order to create a relationship between contacts they have to be added to OfficeTools by CARET first.

To view the relationships that have been created for a specific contact, simply right click on that entity in the Contact List and hover over Relationships. All relationships will be displayed.