Add or remove a related account

1. Go to Configuration > Administration > Accounts.

2. Click an entry to open the record or create an account.

3. Select the Related Account tab.

4. Click + Add Related Account. An accounts list opens.

5. Select the account. The account is automatically added to the Related Account grid.

Remove a related account

• To remove the account, click the X and confirm the deletion.

• To edit or replace an account, click the pencil and select a different account.