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

• 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.

See Also

• Company & Account Settings
• List Views
• Creating Associates/Associations