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Association Settings

344 bytes added, 14:02, 13 January 2017

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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.

=Configuring Associations=  This feature is accessed through Global Settings, - Organizations and Users tab.

[[Image:Associations1.png]]

The steps for configuring are as follows:  * Enable Association feature* Create List Views* Configure Lookup and Assignment Roles for Associates * Configure Lookup Categories for Associations * Enable Date Range for Associations (optional)* Enable Switch Organization feature ==Enable Association feature== 

[[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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Ciaran Donnelly

Smartstaff, administrator

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