View account relationship records

View the account relationship records that use a specific account relationship type.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

About this task

This information appears as a related list on the Account Relationship Type form. This list shows the source account (Account From field) and the target account (Account To field) for each account relationship record.

Procedure

  1. Navigate to Customer Service > Administration > Account Relationship Types.
  2. From the Account Relationship Types related list, select a relationship type.
    The account relationship records that use the selected account relationship type appear in the Account Relationships related list.