Account Association Detail View

Use associations to create a relationship between accounts.

For example, if you were working with a company with multiple divisions, you could create an account for each division (divisional accounts), and create an account to represent the company as a whole (parent account). You could then associate each divisional account with the parent account. If there were contacts in different divisions of the parent company, you could then associate the contacts.

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 associate accounts

1. On the Account Detail view, click the Associations tab. If the tab is not visible, click the More Tabs tab.
2. Click the Add Association button.
3. Click the Find button and find the account to associate to the first account.
4. Click the drop-down arrow below the account and select an item from the list that best describes the relationship of the first account.
5. Click the drop-down arrow below the second account and select an item from the list that best describes the relationship of the second account.
6. In the Description boxes, type a description for each account.

7. 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.

4. Click OK.

Related Topics

Associations Tab

Accounts Overview