Miscellaneous Product Relationships Overview

Relationships are optional and are set up between the active product, customers, other products, and/or reports. For products via the Web, functionality to define each product with keywords and categories is also available.

Relationships include the following:

·            Related Products

·            Related Customers

·            Related Files

·            Categories and Keywords

·            Related to Fund Raising

·            Education

·            Segmentation

·            Extended Description

Relationships generally do not apply to miscellaneous invoice products.