Account Association Detail View

More than one account association might exist for a particular account. Use the Account Association detail view to see in-depth information about an account's relationship with another account. The association view includes the names of the accounts, as well as a brief description and any notes.

To add

  1. On the Account Detail view, click the Associations tab.
  2. Click the Associate an Account button.
  3. Use the lookup to find an account.
  4. Click the ellipsis button below the account and select an item from the list that best describes the relationship of the first account.
  5. In the first Description box, enter a brief explanation of the first account's association.
  6. Click the Find button and find the account to associate to the first account.
  7. In the second Description box, enter a brief explanation of the second account's association.
  8. Click OK.

To edit

  1. On the Account Detail view, click the Associations tab.
  2. Click the Edit link for the association that you wish to view or edit.
  3. Make your changes. To change the relationship type, click the ellipsis button, select an item from the list, and then click OK.
  4. Click Save.

Related Topics

Accounts Overview

 

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