Changes

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. Only those users in the roles selected in ''Lookup Roles'' will be selectable from the contacts lookup:

[[Image:AssociationSettingsPickingAssociates.png|link=]]

The ''Association Roles'' setting allows System Administrators to delimit the roles with which contacts can be associated with an organization. Only those roles selected in ''Association Roles'' will be able to be selected from the ''Role'' dropdown when associating a contact.<br />

[[Image:AssociationSettingsAssignmentRolesSelected.png|link=]]<br />

[[Image:AssociationSettingsAssignmentRoles.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]]