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Bi-directional account relationships

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Bi-directional account relationships

Create account relationships between two customer accounts or between a partner account and a customer account.

The system administrator can create account relationships by:
  • Defining the types of relationships that exist between your partners and customers.
  • Using these defined relationship types to create relationship records between selected accounts.

Once an account relationship record is created, it can be viewed on the Account form for either account in the Account Relationships related list.

For relationships between a partner account and a customer account, partner account contacts with the partner role or the partner administrator role can create and manage cases for their customer accounts.