Relating an account to an object
- Open an object.
- Click Related Accounts.
- Click Add.
- Click Browse to search for the account to relate to this object.
- Specify the other details.
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Click Save.
To view all accounts related to an object, open the object and click Related Accounts. You can view the account details by clicking the account name hyperlink from the listTo view or update the account-object relationship, click the drill down button.