Smartstaff, administrator
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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.
The [[AssociatesAssociations]] tab will be displayed on a company record to show associated people.
The [[Associations]] tab will be displayed on a contact record to display the companies that they are associated with.
* Click Save. The Associations tab is now enabled.
The Standard field also controls the Lookup Roles and Assignment Roles used within the Associates Associations tab.
===Lookup Roles===
Lookup roles allows System Administrators to delimit the roles that are returned when Associates Associations are selected. Only those users in the roles selected in ''Lookup Roles'' will be selectable from the contacts lookup.
[[Image:AssociationSettingsPickingAssociates.png|link=|900px]]
* Use the Lookup Scope radio buttons to specify whether the list of users are restricted to internal users, external users or both.
* Click on the Lookup button to the right of the Lookup Roles field.
* The Roles pop-up should appear. Populate checkbox for those roles to be returned when Associates associated users are selected.
* Click OK to close Roles pop-up. The selected roles should appear in the Lookup Roles field.
* Click Save at the bottom of the page.
* Click Save. The Associations tab is now enabled.
The Standard field also controls the Lookup Categories used within the Associates Associations tab.
===Lookup Categories===
Lookup categories allows System Administrators to delimit the categories that are returned when Associates associated organizations are selected. Only those organization in the categories selected in ''Lookup Categroies'' will be selectable from the organization lookup.
The steps for configuring the Lookup Categories are as follows:
