Difference between revisions of "Association Settings"

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(Association Roles)
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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.
  
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==List Views==
 
The List View settings on this page allow System Administrators to define the [[list view]]s for Associated records on different profiles. See [[Configuring List Views]] for instructions.
 
The List View settings on this page allow System Administrators to define the [[list view]]s for Associated records on different profiles. See [[Configuring List Views]] for instructions.
  

Revision as of 13:54, 17 November 2014

These settings provide the ability to link the same person to any number of organizations.

AssociationSettingsNovember2014.png

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.

List Views

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.

Lookup Roles

Lookup Roles allows System Administrators to delimit the roles that are returned when Associates are selected. Only those users in the roles selected in Lookup Roles will be selectable from the contacts lookup: AssociationSettingsPickingAssociates.png


Assignment Roles

The Assignment Roles setting allows System Administrators to delimit the roles with which contacts can be associated with an organization. Only those roles selected in Assignment Roles will be able to be selected from the Role dropdown when associating a contact.
AssociationSettingsAssignmentRolesSelected.png
AssociationSettingsAssignmentRoles.png

Association Role

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.