To edit update an existing relationship go to the Relationships → All page. Find the relationship to edit in the main window and move your mouse cursor to the right of the STATUS field for that relationship. Left-click on the three vertical dots that appear ellipsis and the then select Edit.
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A new page displays. Edit the information.
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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 the Relationship NameClick the relationship name.
Website - Typically, the Customer’s 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 Company’s of the company’s corporate headquarters in located in.
Send Trunk Group Notifications -
Legal Company Name - Enter the Customer or Vendor’s Companies Namecustomer or vendor company name.
Address - Typically, the corporate headquarter address of the Company that the Relationship is forcompany in the relationship.
Primary Phone Number - Displays the phone number of the Companycompany. Often this number is for connects with the Company’s Support Team.
Mobile Number - The Company’s Primary Contacts Mobile Number The company’s primary contact mobile number.
Fax Number - The Company’s Fax Number The company’s fax number.