Each relationship type can have a category. Categories are used to maintain groups of relationships with similar meaning. For example, the Service Relationship category groups together several relationships that represent service providers and clients, such as consultants, bankers, legal counsel, and others.
Categories are only used in the Web Client; they do not appear in the Windows Client. Web Client uses categories for several purposes:
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Categories are the primary criteria used to filter the list of relationships on the Person/Company Overview and the Related People, Companies, and Organizations pages.
For example, any relationships in the category Service Relationship appear under the Receivers / Providers of Services filter on the Person/Company Overview page.
For a list of all the relationship filter links and their criteria, see Displaying a Custom Relationship Type in the Web Client.
- Some of the categories provided in a new installation of InterAction are used for other special processing. For example, the Company Structure category is used to find the contacts that should appear in the Corporate Structure profile for a company.
Corporate Structure Profile Uses a Relationship Category
If you assign an existing category to a relationship type, that type automatically appears in any areas where the type was used in the Web Client.
Creating New Categories for Relationship Types
All existing categories are listed in the Category drop-down list in the New/Edit Relationship Type dialog box. You can create a new category by typing the name of the category in the Category field when editing the relationship type. You can use an existing category by selecting it from the list.
If you create a custom category, that category does not automatically appear in the Web Client. You need to configure Web Client to include the new category by editing a nugget list configuration file. For information about nugget list declarations, see Overview of Nugget List Declarations.