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Association Settings

241 bytes removed, 15:29, 13 January 2017
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===Lookup Categories===
Lookup categories allows System Administrators to delimit the categories that are returned when associated organizations are selected. Only those organization in the categories selected in ''Lookup CategroiesCategories'' will be selectable from the organization lookup.
The steps for configuring the Lookup Categories are as follows:
* 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.
 
==Enable Date Range for Associations (optional)==
 
 
 
==Enable Switch Organization feature (optional)==
 
If you select a 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.
[[Category:Global Settings]][[Category:System Management]]
Ciaran Donnelly
Smartstaff, administrator
4,478
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/28996’

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