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Viewing a Company Relationship Profile

The Company Relationship Profile records and stores information on the relationships between companies stored in the Novatus system.

The Company Relationship Profile is accessed from the Relationships browse screen in the Company Profile.

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A

Relationships link

Click to view the Relationships browse 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

Locate the relationship you want to view, and click on it to display its Relationship Profile.

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C

Relationship fields and lists

View the information for the relationship. To edit the information in a field, click in the field to activate it, and then make a different selection in the list or type over the existing text.

D

Back to Browse button

Click to return to the Relationships browse screen.

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