Changes

The Associates Association tab appears on the Company Profile once the corresponding standard field is enabled.

The steps for enabling the Associates Association tab are as follows:

 The Associations tab appears on the Contact Profile once the corresponding standard field is enabled.  The steps for enabling the Associations tab are as follows:* Go to Global Settings - Organizations & Users tab* Go to Staff & Contact Settings and click on Standard Fields* Click on the Edit option for the Associations Standard field* Click Save. The Associations tab is now enabled.  The Standard field also controls the Lookup Categories used within the Associates tab.  ===Lookup Categories===  Lookup categories allows System Administrators to delimit the categories that are returned when Associates are selected. Only those organization in the categories selected in ''Lookup Categroies'' will be selectable from the organization lookup. The steps for configuring the Lookup Categories are as follows:* Use the Lookup Scope radio buttons to specify whether the list of organizations are restricted to internal organizations, external orgainzations or both.* Click on the Lookup button to the right of the Lookup Categories field. * The Categories pop-up should appear. Populate checkbox for those categories to be returned when Associated companies are selected. * Click OK to close Categories pop-up. The selected categories should appear in the Lookup Categories field. * Click Save at the bottom of the page.   If you select a role category 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.