From Prospects, click Relationship settings under Configuration. The Relationship Settings page appears.
On the Corporate Relationships tab, click Edit. The Configure corporate relationships screen appears.
In the Parent organization is the field, select the default relationship type that the parent organization represents in the relationship, such as Parent Corporation.
In the Subsidiary organization is the field, select the default relationship type that the subsidiary organization represents in the relationship, such as Subsidiary.
Select whether to automatically create relationships between subsidiary organizations and their intermediate parent organizations.
If you select Create relationships between subsidiary and intermediate organizations, select the relationship types to assign the intermediate parent and subsidiary organizations. The program then creates relationships between the subsidiary organization and all organizations above it.
Select whether to automatically create relationships between subsidiary organizations and their top parent organizations.
If you select Create relationship between subsidiary and top organization, select the relationship types to apply to the top parent and subsidiary organizations. A relationship is then created between the bottom organization and the top organization.
Select whether to automatically set end dates when relationships between subsidiary and parent relationships are no longer valid, such as due to dissolution.
Under Corporate peers, select the relationship types for peer organizations.
Under Employee relationships, select the relationship types for employees. Organization constituents with these relationship types appear in employee data compiled in corporate summaries.
Click Save. You return to the Relationship Settings page.