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Tracking Relationships Between Accounts

Before you begin. This feature is specific to the CRM On Demand Financial Services Edition.

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.

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.

    You need to select options that describe the relationship between this account and the related account. In the second line, select the option that defines the reverse relationship or role.

    For example, after selecting options from the drop-down lists, the Key Relationship Information might read:

    Account XYZ is a Partner of Account ABC. Account ABC is a Vendor for Account XYZ.

  4. Save the record.

Published May 2008