Associating and Editing Account Detail View

Use associations to create a relationship between accounts.

  1. To associate accounts:
    1. On the Account Detail view, click the Associations tab. If the tab is not visible, click More Tabs.
    2. Click add.png (Add Association).
    3. Click the Find button and find the account to associate to the first account.
    4. From the first is a field, select a value that best describes the relationship of the first account.
    5. From the first is a field select a value that best describes the relationship of the second account.
    6. In the Description fields, specify a description for each account.
    7. Click OK.
  2. To edit:
    1. On the Account Detail view, click the Associations tab.
    2. Click the Edit link for the association to be viewed or edited.
    3. Make the changes.
    4. Click OK.
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