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Association Settings

343 bytes added, 14:55, 7 May 2014
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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.
 
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]]
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