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Conga Support

Relationships List Overview

The Company Profile contains a link to a Relationships screen that is used to record and manage the relationships between the companies in the Novatus system.  The Relationships screen contains two field lists whose item selections must be managed by Administrators to define the types of company relationships that need to be identified, such as parent companies and their subsidiaries, partnerships, and joint ventures.

Managing the selections in the Company Relationships field list is accomplished from the List Administration screen. Administrators can perform the following tasks associated with the Company Relationships field list: