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Relationship Groups

Organise related businesses in Fleet Manager using Relationship Groups for streamlined management.

Tom White avatar
Written by Tom White
Updated over 7 months ago

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 menu, expand the ‘Relationship Groups’ dropdown section and click ‘Add Relationship Group’:

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

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

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

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

That’s it! You’ve created your first relationship group!

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