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Conga Support

Editing a Company Relationship

You can easily edit a company relationship if a correction needs to be made to the relationship, or if you simply want to add notes on the relationship.

A company relationship is edited from the Relationships screen in the Company Profile for either company.

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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 edit, and click on it to display its Relationship Profile.

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C

Is list

If you want to redefine the relationship, change the selection in the list to more accurately define the relationship with the company listed in the To company field.

D

To Company list

If you want to select a different company, click on the icon to display a list of all the companies in your system.

Note: You can page through the list using the navigation arrows, or use the Search option to quickly locate a company. Simply enter the first few letters of the company name into the Search field and click on the icon.

E

Notes field

If you want to update or augment the notes, click in the field to activate it, and enter the updated information.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

F

Save button

Click to save your information and edit the company relationship.

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