Difference between revisions of "Association Settings"
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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. | 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. | ||
[[Category:Global Settings]][[Category:System Management]] | [[Category:Global Settings]][[Category:System Management]] | ||
Revision as of 13:48, 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.
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:
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.
