Associating and modifying Account detail view

Use associations to create a relationship between accounts.

  1. To associate accounts:
    1. Click the Associations tab on the Account detail view. If the tab is not visible, click More Tabs. See More tabs
    2. Click Add Association.
    3. Click Find and find the account to associate to the first account. See Finding records
    4. Select a value that best describes the relationship of the first account in the first is a field.
    5. Select a value that best describes the relationship of the second account in the first is a field.
    6. Specify a description for each account in the Description fields.
    7. Click OK.
  2. To modify:
    1. Click the Associations tab on the Account detail view.
    2. Click the Edit link for the association to be viewed or modified.
    3. Make the required changes.
    4. Click OK.
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