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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

  1. Select the account.

    For instructions on selecting accounts, see Finding Records.

  2. On the Account Detail page, scroll down to the Account Relationships section and do one of the following:
    • To link an account, click Add.
    • To update information, click the Edit link in the row for the existing account relationship.
  3. On the Account Relationship Edit page, enter the required information.

    The following table describes some field information for tracking relationships between accounts.

    Field

    Comments

    Related Account

    Click the Lookup icon, and select the account whose relationship and information you want to track. This is a required field.

    Role

    Select an option that defines the relationship between the accounts. This is a required field.

    Reverse Role

    Select an option that defines the reverse relationship between the accounts. This is a required field.

    Start Date

    You can use this field to record the start date of the relationship between the accounts. The default is today's date.

    End Date

    Use this field to record the expiration date of the relationship between the accounts.

  4. Save the record.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.