Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

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.

  • Click the Relationships link in the Links section of the screen to display the reciprocal company relationship.

Delete icon

Click - to delete the relationship.