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Importing Organizations or Contacts Association

2 bytes removed, 18:35, 31 August 2016
→‎Import People Relationship
===Case 1. With 2 unique identifiers===
::Data with the role and two unique identifiers can be used to add association between two contacts.
* Prepare data to be imported
:::[[Image:IWT-03.PNG|800px]]
* The Import Wizard now shows Step 3of 3 of 4, with the data mapped accordingly based on Step 2.
:::[[Image:IWT-04.PNG|800px]]
===Case 2. With a Standard Field User ID and a Custom Field unique identifier of the contact===
::Or data Data with the role, the User ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between two contacts. 
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 2
:::[[Image:IWT-09.PNG|800px]]
 
===Contact Relationship Listview ===
Ciaran Donnelly
Smartstaff, administrator
4,478
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