Adding a Friends and Competitors Booth Relationship

This screen is used to add friend and competitor relationships for customers. These relationships are guidelines that will be reviewed when assigning a booth to the customer. You must define relationship options on the Relationships Maintenance (CUS006) screen for the friends and competitors relationships to display on this screen. The following table lists the relationships you must define for friends and competitors:

Relationship Type

Relationship Code

Reciprocal Code

Exhibition

Friend

Friend

Exhibition

Competitor

Competitor

To add a friends and competitors relationship:

1.    Right-click the booth line item and select Maintain Booth Details.

2.    On the Friends and Competitors tab (shown below), from the Friends section, click Add Relationship.

3.    Search for and select the customer who is a friend. This customer’s booth can be near the exhibitor’s booth.

4.    In the Competitors section, click Add Relationship.

5.    Search for and select the customer who is a competitor.
This customer’s booth should not be near the exhibitor’s booth.

6.    Click Save.