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Association Settings

5 bytes added, 14:10, 13 January 2017
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==Enable Association feature==
[[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. 
==Create List Views==
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.
 
==Configure Lookup and Assignment Roles for Associates ==
 
''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=]]
Smartstaff, administrator
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