You can associate Accounts together in your system to help you organize and navigate easily.
Associating Accounts
Adding an Associated Account:
- Navigate to the details page of an Account you want to add an Associated Account to.
- Click on the Actions button and choose Add Related Accounts at the top of the page.
- Use the checkboxes to select the accounts you want to associate.
- Click Select.
Removing Associated Accounts
Removing an Associated Account:
- Navigate to the details page of an Account and go to the Related Accounts tab.
- Use the checkboxes to select the accounts you want to remove.
- 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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Last Updated January 24th, 2018 by Mark McMillan
