To update an existing relationship, navigate to Relationships → All. Locate the desired relationship, move the mouse to the right of the STATUS field, click the vertical ellipsis, and select 'Edit.' A new page will appear.
A new page displays. Edit the information.
Key Terminology
Logo A company logo, image, or avatar that represents the Company in the Relationship. Click 'Upload' to open the file selection dialog. Choose the desired PNG or JPG image, then click 'Open'.
Relationship name The name of the relationship. This name usually contains a customer name or a vendor name. Click the relationship name.
Website 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 company name.
Address Typically, the corporate headquarters 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.
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