Create an account relationship record

Create an account relationship record by selecting the account relationship type and then selecting the accounts.

Before you begin

Role required: sn_customerservice_manager or admin

About this task

The system administrator can create a relationship record for an account from the Account Relationships related list on the Account Relationship Type form.

The customer service manager and the system administrator can create a relationship record for an account from the Account Relationships related list on the account or partner record.

Procedure

  1. Navigate to Customer Service > Customer > Accounts or Partners.
  2. Select an account.
  3. From the Account Relationships related list, click New.
  4. Fill in the fields on the Account Relationship form.
    Table 1. Account Relationship form fields
    Field Definition
    Account From The source account for this relationship. If you are creating the relationship from an account or partner record, this field is automatically filled in; otherwise, make a selection from the Accounts list.
    Relationship Type Select the account relationship type for this record. If you are creating the record from an Account Relationship Type form, this field is automatically filled in. Otherwise, make a selection from the Account Relationship Types list, which shows all active account relationship types.
    Account To The target account for this relationship.
  5. Click Submit.
    Once a relationship record has been created, it appears in two places:
    • The relationship appears in the Account Relationships related list on the source account record.
    • The reverse relationship appears in the Account Relationships related list on the target account record.