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To edit 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 and the select Edit.

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.

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