To add a new relationship, click the + Add Relationship button in the upper right corner of the Relationships All page.
A new page displays. Fill in the fields.
Key terms
Logo - A company logo, image, or avatar that represents the Company in the Relationship. 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. Click the Relationship Name.
Website - Typically the Customer’s company website.
Account Number - An optional field to help identify the customer or vendor relationship.
Time zone - Typically the time zone of the Company’s corporate headquarters.
Send Trunk Group Notifications -
Legal Company Name - Enter the Customer or Vendor’s Companies Name.
Address - Typically, the corporate headquarter address of the Company in the Relationship.
Primary Phone Number - Displays the phone number of the Company. Often this number connects with the Company’s Support Team.
Mobile Number - The Company’s primary contact mobile number.
Fax Number - The Company’s fax number.