Modifying Account Relationship Information for an Account

Complete the following procedures to modify the account relationship information for an account. This information denotes the relationship between the account and another account.

To modify the account relationship information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account relationship as follows:

   1. Tap Relationships in the list in the side pane.

      All relationships associated with the account appear in the Relationships list in the main pane.

   2. Tap the relationship that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account relationship as follows:

   1. Tap Relationships in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new relationship in the fields that appear, and save the record.

      The following table describes the fields.

      Field Name	Description
      This Account	Displays this account.
      Other Account	Select an account to associate with this account.
      Relationship	Select the relationship that the other account has with this account.
      Site	Displays the site for the other account that you select.