👥 walter75 - Contact Relations

Enhanced relationship management with hierarchies and decision-maker tracking

CRM Contacts Relationships

📋 Overview

Contact Relations extends Business Central’s contact management with advanced relationship tracking, hierarchies, and interaction history. Build detailed maps of business relationships and decision-maker networks.

🔗 Relationship Mapping

Track connections between contacts

🏢 Contact Hierarchies

Define organizational structures

⭐ Decision Makers

Identify key stakeholders

📅 Interaction History

Complete timeline of contact interactions

🏷️ Relationship Types

Categorize relationships (parent, subsidiary, partner)

🌐 Contact Networks

Visualize business networks

🔢 Technical Details

Object ID Range: 91300-91399

Dependencies: None (standalone extension)

Integration Points: Marketing, CRM, Contact Management

📦 Installation

1

Install Extension

Download and install the .app file via Extension Management

2

Define Types

Configure relationship types (parent, subsidiary, partner, etc.)

3

Set Up Categories

Define interaction categories for tracking

4

Map Relationships

Start mapping contact relationships in your system

🛠️ Configuration

Quick Setup Guide:

  1. Define relationship types (parent company, subsidiary, partner, competitor)
  2. Set up interaction categories (meeting, call, email, presentation)
  3. Configure decision-maker roles and responsibilities
  4. Start building contact hierarchy for key customers
  5. Track interactions and maintain relationship history

📚 Documentation

📖
Main Documentation

Repository overview and all extensions

 🤝
Contributing

How to contribute to this project

License: MIT License - see LICENSE file for details

Author: Sebastian Walter (@walter75) | Support: GitHub Issues | walter75.de

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