Changes

Association Settings

174 bytes added, 18:45, 17 November 2014
no edit summary
The List View settings on this page allow System Administrators to define the [[list view]]s 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
[[Image:AssociationSettingsPickingAssociates.png|link=]]
 
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]]
8,849
edits