Associations Tab

The Associations tab appears in both the Account and Contact Detail views. Associated contacts and accounts have a relationship with the selected contact or account.

Columns in the tab include: Contact, Relation, Description, Created by, and Date.

How Do I?

Open the Associations Tab

• From the Contact or Account Detail view, click Associations. If the tab is not visible, click the More Tabs tab.

View the associated records

• On the Associations tab, click the contact or account name.

Add an association

1. Click the Add Association button.
2. Follow the steps for adding a new contact or account association.

Edit an association

1. Click the Edit link next to the record you want to edit.
2. Follow the steps for editing a contact or account association.

Delete an association

• Select the association you want to delete and click the Delete button.

Related Topics

Accounts Overview

Contacts Overview