Smartstaff, administrator
4,478
edits
Changes
no edit summary
The relationship between the contact and the associated organization is control by Role. So when you view a contact you will see all the organizations they are associated with as well as the role at each organization.
=Configuring Associations= This feature is accessed through Global Settings, - Organizations and Users tab.
[[Image:Associations1.png]]
[[Associates]]/[[Associations]] – enabling this feature will allow you to associate a single contact with multiple companies. The [[Associates]] tab will be displayed in each company record – to show associated people. The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with.
