View source for Company Relationship

This feature allows users to enable associations between companies.

==Enabling Company Relationships==

* Go to Global Settings - Branch & Organization Settings.
* Check the box adjacent to the '''Company Relationship - Enable company relationship tab for companies option'''

[[Image:CompanyRelationships.png]]

* Click Save


==Permission Company Relationships==

Access to the Company Relationship field, including who can view / edit the fields, is controlled using basic [[Contact and Account Standard Fields|standard field controls]].



==Configuring Company Relationships==

* Access Company Profile in Edit mode.
* Scroll down to the section called Related Companies.

[[Image:RelatedCompanies.png]]

* Type text into the Ajax Lookup field or click on the Lookup button to search for and select a Company, then click Add.

[[Image:RelatedCompanies2.png]]

* Select the category that the selected company should be related to the current company.

[[Image:RelatedCompanies3.png]]

* Click the Add button in the Related Companies section.
* The company should now appear under the Related Companies tab with the selected category.

[[Image:RelatedCompanies4.png]]


==Deleting Company Relationships==

* Access Company Profile in Edit mode.
* Scroll down to the section called Related Companies.
* Check the box adjacent to the company relationship you wish to end.

[[Image:RelatedCompanies6.png]]

* Click the Remove button.
* The company should no longer appear under the Related Companies tab.


==See Also==
* [[Company & Account Settings]]
* [[List View|List Views]]
* [[Creating Associates/Associations]]

[[Category:Global Settings]][[Category:System Management]]