Related Accounts

Last Updated January 24th, 2018 by Mark McMillan

You can associate Accounts together in your system to help you organize and navigate easily.

Associating Accounts

Adding an Associated Account:

  1. Navigate to the details page of an Account you want to add an Associated Account to.
  2. Click on the Actions button and choose Add Related Accounts at the top of the page.
  3. Use the checkboxes to select the accounts you want to associate.
  4. Click Select.

Removing Associated Accounts

Removing an Associated Account:

  1. Navigate to the details page of an Account and go to the Related Accounts tab.
  2. Use the checkboxes to select the accounts you want to remove.
  3. Click on the Actions button and choose Remove Related Accounts at the top of the page.

Tip: If you want to quickly remove a Related Account you can click the button next to the Account on the Related Accounts tab.



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