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Conga Support

Relationships Link

The Relationships link in a Company Profile displays a Relationships browse screen showing any relationships that exist between the active company and other companies stored in Novatus. The link is appended by a number, indicating the number of relationships the company shares with other companies.  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.

B

Relationship records

View the current relationships the company shares with other companies.

  • Click on a relationship record to edit the company relationship.
  • Click on a hot link in the Company Name column to display the Company Profile for the related company.
  • If the icon is present, click to display any notes explaining the relationship. Click  to hide the notes.

C

Delete icon

Click Icon Delete to delete the company relationship.

D

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

E

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.

F

New Relationship button

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

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