Associations Tab

The Associations tab appears in both the Account and Contact Detail views. Associated contacts and accounts have a relationship with the selected contact or account.

Columns in the tab include: Contact, Relation, Description, Created by, and Date.

On this page you can:

• Click the Associations tab, on the Account or Contact detail view, to view the Associations tab. If the tab is not visible, click More Tabs
• Click the contact or account name on the Associations tab, to view the associated records.
• Add an association, by executing these steps:
  1. Click (Add Association).
  2. Follow the steps for adding a new contact or account association.
• Edit an association, by executing these steps:
  1. Click the Edit link next to the record you want to edit.
  2. Follow the steps for editing a contact or account association.
• Select an association and click (Delete), to delete the selected association.