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Association Settings

666 bytes added, 19:43, 20 July 2016

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__NOTOC__==Introduction==

These settings provide The Association feature provides the ability to link the same person a single contact to any number of multiple organizations. This feature is required to match real-word situations such as:

*A contract is the Executive Director of one organization but a board member at several other organizations.*A contact is a professor at a university and a consultant at a hospital as well as the CEO of a start-up company.* A contact is an individual artist but a collaborator in multiple arts collectives. The relationship between the contact and the associated organization is control by role. So when you view a contact you will see all the organizations they are associated with as well as the role at each organization. This feature is accessed through Global Settings, Organizations and Users tab. [[Image:AssociationSettingsNovember2014assoication-001.png|link=]]

[[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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Michael Reid

Smartstaff

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