Add a Contact Association to the Associations Grid

When you add a contact association, the association information displays in the Associations grid in the records of both contacts included in the association.

Prerequisites: You define contact relationship options in Code Table Configuration.

To add a contact association to the Associations grid, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Contacts.
2. On the Contact Info Center form, select a contact record.
3. On the Associations grid of the Associations tab, click Associate.
4. On the Contact Lookup, select the contact that you want to insert on the Associations grid.
5. On the Associate a Contact dialog box, set options and define the relationship between the two contacts.
6. Click OK.
   • If you selected the Associate the Clients of these two Contacts option, Ajera CRM opens the Associate a Client dialog box. Use the fields on the dialog box to define the relationship between the two clients. Click OK to close the dialog box and create the client and contact associations.
   • If you do not select the Associate the Clients of these two Contacts option, Ajera CRM closes the dialog box and adds the client association information to the Associations grid.
7. Click Save.