- Add Relationship

To add a new relationship, click the + Add Relationship button in the upper right corner of the Relationships All page. 

A new page displays. Fill in the fields. 

Key Terminology

Logo  A company logo, image, or avatar that represents the Company in the Relationship. Click the Upload button to open a directory search dialog box, select the desired PNG or JPG image, and then click the Open button.

Relationship name  The name of the relationship. This name usually contains a customer name or a vendor name. Click the Relationship Name.

Website  Typically, the Customer’s company website.

Account Number  An optional field to help identify the customer or vendor relationship.

Time zone  Typically the time zone of the Company’s corporate headquarters.

Send Trunk Group Notifications

Legal Company Name  Enter the Customer or Vendor’s Companies Name.

Address  Typically, the corporate headquarter address of the Company in the Relationship.

Primary Phone Number  Displays the phone number of the Company. Often this number connects with the Company’s Support Team.

Mobile Number  The Company’s primary contact mobile number.

Fax Number  The Company’s fax number.