Umbrella Product Relationships

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:

·            Related Products

·            Related Customers

·            Related Files

·            Categories and Keywords

·            Fundraising Links

·            Education Information

·            Product Segmentation

·            Extended Description

See Also:

·            Overview: Creating an Umbrella Product

·            Creating an Umbrella Product

·            Umbrella Products on the Web

·            Validating an Umbrella Product Setup

·            Assigning Individual Products to an Umbrella Product and Selecting Product Options