Adding object relationship

Object records must exist in M3 CLM.

To add an object record, see Creating a general object.

  1. Open an account.
  2. Select Object.
  3. Click Add.
  4. Click Browse on the Object field. The Search General Object browser is displayed.
  5. Specify the object details and click Search.
  6. From the search results, select an object and click Select.
  7. Specify other details.
  8. Click Save. You can view the object details by clicking the General Object name hyperlink from the list.
    To view or update the account-to-general object relationship, click the drill down button.