Difference between revisions of "Association Settings"
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These settings provide the ability to link the same person to any number of organizations. | These settings provide the ability to link the same person to any number of organizations. | ||
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[[Associates]]/[[Associations]] – enabling this feature will allow you to associate a single contact with multiple companies. The [[Associates]] tab will be displayed in each company record – to show associated people. The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with. | [[Associates]]/[[Associations]] – enabling this feature will allow you to associate a single contact with multiple companies. The [[Associates]] tab will be displayed in each company record – to show associated people. The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with. | ||
Revision as of 13:29, 17 November 2014
These settings provide the ability to link the same person to any number of organizations.
Associates/Associations – enabling this feature will allow you to associate a single contact with multiple companies. The Associates tab will be displayed in each company record – to show associated people. The Associations tab will be displayed on each contact record to display the companies that they are associated with.
The List View settings on this page allow System Administrators to define the list views for Associated records on different profiles. See Configuring List Views for instructions.
If you select a role in the Association Role setting, whenever you change a contact's company, the contact will be associated with the previous company with the Association Role. This is useful if you have a role called "Previous Affiliations," and want to track the organizations with which a contact has been previously affiliated.
