Create relationship on contact

[Former Member]

Hi all,

I am not able to create a new relationship manually on a contact person.

We have a z-relationship which we want to use to link contact persons.

We are able to upload the relationships using the migration tool.

However, when i want to create the relationship manually on the relationship tab of a contact, the screen to select a business partner is greyed out.

I am also able to add relationships from account level.

Is there anything i should activate?

Thanks and regards,

Michael

[surjeetbhati]

Hi Michael,

You can try going to Activity List -> Fine Tuning -> General Business Partner -> Maintain Relationship

check the relationship is active also check allowed roles and other settings

Thanks & regards,

Surjeet Bhati

[Former Member]

Dear surjeet,

the relationship works as i was able to upload it via migration tool.

It is active and allowed roles is assigned to contact person.

Regards

[chandansb]

Michael,

Even if the new relationship were added, the screen to add the business partner should not have been greyed out.

I guess some configuration related to Relationships seems missing(or done wrong).

Meanwhile till the experts would reply on this thread, I will suggest you to create an incident on this.

Regards,

Chandan

[Former Member]

Hello CHandan,

I have raised a ticket for it...

Regards,

Michael