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Conga Support

Relationships Link

The Relationships link in a Company Profile is used to display the Relationships browse screen, which allows you to view the relationships that exist between the companies in Novatus. For example, a parent company may own several smaller companies, or two companies may be involved in a joint partnership.

To access the Relationships browse screen, open a Company Profile, and scroll down to the Links section of the screen.

A

Relationships link

Click to display the Relationships screen. The link is appended by a number, indicating the number of relationships the company has with other companies in the Novatus system.

B

Relationship record

View the current relationships the company shares with other companies.

Note: If you want to edit a company relationship, click on a relationship record to display a screen that will allow you to make changes to the relationship.

C

Company hot link

Click on company hot link if you want to jump to the Company Profile for that company.

D

New Relationship button

Click to add a new relationship between two of the companies in your Novatus system.

E

Delete icon

Click the Icon Delete icon to delete the company relationship.

F

Expand icon

If the icon is present, click to display a screen (shown below) to display any notes explaining the relationship.

G

Notes field

Review any notes on the nature of the company relationship.

H

Back to Browse

Click to return to the Relationships screen.

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