Skip to main content
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.


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.


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.


Company hot link

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


New Relationship button

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


Delete icon

Click the Icon Delete icon to delete the company relationship.


Expand icon

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


Notes field

Review any notes on the nature of the company relationship.


Back to Browse

Click to return to the Relationships screen.

  • Was this article helpful?