Relationship - This feature allows the Manager to establish relationships between
accounts.
- To create a new relationship file, expand a Subsidiary Account folder.
Expand the Relationship folder and then click New.
This will bring out a blank form.
Note: To be able to establish a relationship,
you need to have at least two(2) accounts. Lesser than 2 is impossible for you to continue.
Select the desired account to be defined as the Parent.
Then, select the desired account to be defined as the Child.
Fill up the rest of text fields and save the file. A confirmation will appear if the action taken
was successful
or an error has occurred.
Click here for details on
creating an Account Relationship file.
- To modify a relationship file, follow what you did in creating a new relationship file
but this time click Modify. Select the desired relationship you want to modify
and click on it. This will bring out the file's information page. Edit the contents and save.
A confirmation will appear if the action taken was
a success
or an error has occurred.
Click here for details on
modifying an Account Relationship file.
- As for the rest;
View,
Delete and
Recover,
click on the appropriate link for more details.
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