Relationship Groups

If you have the need to group relationships together, be it because they are all part of a conglomerate, or because they have similar fleet needs you can keep them in the same group using Relationship Groups.

To add a relationship group, click ‘Relationships’ in the top menu, then expand the ‘Relationship Groups’ dropdown section and click ‘Add Relationship Group’:

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Give your group a useful description and click ‘Save’:

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Your new group now appears in the list. Click the pencil icon to edit the group:

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From here, you can add the relationships you want in your relationship group. Click ‘Add Relationship’ to add each one.

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The relationship you add will now be displayed under ‘Matching Relationships’:

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And that’s it! You’ve created your first relationship group.