To add a new Relationship click the + Add Relationship button in the upper right corner of the Relationships All page.
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A new page displays. Fill in the fields.
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Key terms
Logo - A Company Logocompany logo, image or Avatar avatar that represents the Company that in the Relationship is for. Click the Upload button to open a directory search dialog box, select the desired PNG or JPG image, and then click the Open button.
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.
Send Trunk Group Notifications -
Legal Company Name - Enter the Customer or Vendor’s Companies Name.
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. Often this number is for connects with the Company’s Support Team.
Mobile Number - The Company’s Primary Contacts Mobile Numberprimary contact mobile number.
Fax Number - The Company’s Fax Numberfax number.