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Conga Support

Editing a Company Relationship

This page applies to: Conga Contracts

A user with the appropriate permissions can edit a company relationship.  A company relationship can be edited from the Company Profile of either company, and the edits will be reflected in the related Company Profile.

1.  Open the Company Profile for one of the companies in the relationship that needs to be edited.

2.  In the Links section of the Company Profile, click the Relationships link.

3.  In the Relationships browse screen, locate the relationship record you want to edit, and click on it to select it.

4.  In the Relationship Profile, click inside any field to enable it.

  • Make a different selection in the is or To Company lists, or type over the existing information in the Notes field.

5.  Click Save.

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