View and Update Associations for a Company

Use the Associations tab in the Companies area to view and maintain lists of the opportunities and other companies that are associated with the currently selected company.

The first grid on this tab displays the opportunities that are associated with the company. You can edit the company's role information for the opportunities, and you can add new opportunity associations for the company.

The second grid displays the other companies that are associated with the company. You can edit the relationship information for the associations, and you can add new company associations. If the company is set up as a vendor in Ajera CRM, however, the second grid is hidden because only client-to-client associations are supported in Ajera CRM.

If custom grids or fields are defined for this tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the Companies grid. As with standard grids and fields, you must make entries in any required columns and fields.

To view and update associations for a company, complete the following steps:

1. Click to go to the Companies area.
2. Use the search field immediately above the company name to select the company.
3. Click the Associations tab.
4. To add a new opportunity association for the company, click + Add Opportunity below the Opportunities grid.
5. If you are adding an opportunity association, select the opportunity in NAME.
   • To search for and display a list of opportunities with names that contain a specific sequence of characters, type the characters in the field and pause.
   • To display the full list, click at the end of the field.
   • If the opportunity has not yet been added in iAccess, you can click + New Opportunity at the bottom of the selection list to display the Add Opportunity form and add the opportunity.
6. To select or change the company's role for the opportunity, click in ROLE and select the role.
7. To provide more detail about the company's role, enter a description in ROLE DESCRIPTION.

   Click in ROLE DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.

8. To add a new company association for the company, click + Add Company below the Companies grid. If the selected company is set up as a vendor in Ajera CRM, the Companies grid is hidden because only client-to-client associations are supported in Ajera CRM.
9. If you are adding a company association, select the company in NAME.
   • To search for and display a list of companies with names that contain a specific sequence of characters, type the characters in the field and pause.
   • To display the full list, click at the end of the field.
   • If the company has not yet been added in iAccess, you can click + Add Company at the bottom of the selection list to display the Add Company form and add the company.
   The selection list does not include companies that are set up as vendors in Ajera CRM because only client-to-client associations are supported in Ajera CRM.
10. To select or change the relationship of the company in NAME to the currently selected company, click in RELATIONSHIP and select the relationship.

    if you associate the two companies using the Parent and Subsidiary relationship, keep in mind that you are defining the relationship of the company in NAME to the currently selected company. If the company in NAME is the parent company of the currently selected company, select Parent in RELATIONSHIP.

11. To provide more detail about the relationship between the two companies, enter a description in RELATIONSHIP DESCRIPTION.

    Click in RELATIONSHIP DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.