Company Relationships Browse Screen
When two companies share a relationship, information on their connection can be viewed from the Relationships browse screen in the Company Profile for both companies.
To access the Relationships browse screen, open a Company Profile.
Relationships link |
Click to display the Relationships screen. |
Relationship records | View the types of relationships that this company shares with other companies. |
Relationship Notes |
Click + for a relationship type to view notes on the relationship. |
Company link |
Click the link to display the Company Profile for the related company.
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Delete icon |
Click - to delete the relationship. |