Connection Roles
Replacing Relationship Roles, Connection Roles are a more flexible variant of establishing a relationship (or connection) to other records. Figure 12.18 shows the default connection roles that are available.
Figure 12.18 Default Connection Roles.
To create a new Connection Role, select New and follow the steps as shown in Figure 12.19.
Figure 12.19 Creating a new Connection Role.
After they are established, the Connection Roles will be available on the entity level (where selected in step 2) for reporting/management.
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