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:
- Click .
- Follow the steps for adding a new Contact or Account association.
- Edit an association, by
executing these steps:
- Click the next to the record you want to edit.
- Follow the steps for editing a Contact or Account association.
- Select an association and click , to delete the selected association.