Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The following information is displayed in the Relationship Info page.

...

Logo - A Company Logo logo or image that represents the Company that in the Relationship is for.

Relationship name - The name of the relationship. This name usually contains a customer name or a vendor name. Clicking on Click the Relationship Name.

Website - Typically the Customer’s company website.

Account Number - An optional field to help identify the customer or vendor the relationship is for.

Time zone - Typically the time zone where of the Company’s corporate headquarters in located in.

Address - Typically the corporate headquarter address of the Company that in the Relationship is for.

Primary phone number - Displays the phone number of the Company’s Primary Contactprimary contact.

Current balance -

Last modifier - Displays the time when the most recent change to the Relationship was made and the username of the person that made the change.

...