- Update Relationship

To update an existing relationship go to the Relationships → All page. Find the relationship to edit in the main window and move your mouse to the right of the STATUS field for that relationship. Left-click the vertical ellipsis and then select Edit. 

A new page displays. Edit the information. 

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 company 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.