Tracking Relationships Between Accounts
When you want to track relationships between accounts, store the information in the Account Relationship pages. For example, you might want to track investor or affiliate relationships for this account.
To do so, first link the account whose relationship you want to track to this account record. (You can link as many accounts as you want.) Then define the relationship and add any other pertinent information.
NOTE: The tracking relationship feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.
NOTE: Company administrators can create custom fields to store additional information about account relationships and add those custom fields to the Account Relationship Edit page layout. Then, users who have access to the account relationship records can view and update the information in the custom fields.
Before you begin. Create an account record for each organization you want to link to the account. This feature might not be available in your version of the application.
To track relationships between accounts
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