To edit an existing relationship go to the Relationships → All page. Find the relationship to edit in the main window and move your mouse to the right of the STATUS field for that relationship. Left-click the elipssis and then select Edit.
A new page displays. Edit the information.
Key terms
Logo - A Company Logo, image or Avatar that represents the Company that the Relationship is for. Click the Upload button to open a directory search dialog box, select the desired PNG or JPG image and 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 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 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 the Relationship is for.
Primary Phone Number - Displays the phone number of the Company. Often this number is for the Company’s Support Team.
Mobile Number - The Company’s Primary Contacts Mobile Number
Fax Number - The Company’s Fax Number.