Difference between revisions of "Company Relationship"
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(Created page with 'This feature allows users to enable associations between companies. ==Enabling Company Relationships== * Go to Global Settings - Branch & Organization Settings. * Check the box…') |
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| + | ==Permission Company Relationships== | ||
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| + | 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]]. | ||
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| + | ==Configuring Company Relationships== | ||
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| + | * Access Company Profile in Edit mode. | ||
| + | * Scroll down to the section called Related Companies. | ||
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| + | [[Image:RelatedCompanies.png]] | ||
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| + | * Type text into the Ajax Lookup field or click on the Lookup button to search for and select a Company, then click Add. | ||
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| + | [[Image:RelatedCompanies2.png]] | ||
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| + | * Select the category that the selected company should be related to the current company. | ||
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| + | [[Image:RelatedCompanies3.png]] | ||
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| + | * Click the Add button in the Related Companies section. | ||
| + | * The company should now appear under the Related Companies tab with the selected category. | ||
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| + | [[Image:RelatedCompanies4.png]] | ||
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| + | ==Deleting Company Relationships== | ||
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| + | * 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. | ||
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| + | [[Image:RelatedCompanies6.png]] | ||
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| + | * Click the Remove button. | ||
| + | * The company should no longer appear under the Related Companies tab. | ||
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| + | ==See Also== | ||
| + | * [[Company & Account Settings]] | ||
| + | * [[List View|List Views]] | ||
| + | * [[Creating Associates/Associations]] | ||
| + | * [[Importing Organizations or Contacts Association]] | ||
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| + | [[Category:Global Settings]][[Category:System Management]] | ||
Latest revision as of 13:28, 18 July 2016
This feature allows users to enable associations between companies.
Contents
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
- Click Save
Permission Company Relationships
Access to the Company Relationship field, including who can view / edit the fields, is controlled using basic standard field controls.
Configuring Company Relationships
- Access Company Profile in Edit mode.
- Scroll down to the section called Related Companies.
- Type text into the Ajax Lookup field or click on the Lookup button to search for and select a Company, then click Add.
- Select the category that the selected company should be related to the current company.
- Click the Add button in the Related Companies section.
- The company should now appear under the Related Companies tab with the selected category.
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.
- Click the Remove button.
- The company should no longer appear under the Related Companies tab.
