Skip to main content
Conga Support

Viewing Company Relationships

If a company has a relationship with another company in Novatus, the type of relationship can be viewed from the Company Profile for either company.

A company’s relationships are viewed from the Relationships screen in the Company Profile.

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 records

View the types of relationships that this company shares with other companies in the Novatus system. To view additional information for the relationship, click on a record to display its Relationship Profile. From the profile, you can also edit relationship information.

C

Expand icon

To display any notes explaining the relationship, click on the icon.

D

Company link

To jump to the Company Profile for a related company, click on the company name link.

E

Delete icon

To delete the company relationship, click on the Icon Delete icon.

 

 

  • Was this article helpful?