View and Update Associations for a Contact

Use the Associations tab in the Contacts area to view and maintain lists of the opportunities and other contacts that are associated with the currently selected contact.

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

The second grid displays the other contacts that are associated with the contact. You can edit the relationship information for the associations, and you can add new contact associations.

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 Contacts grid. As with standard grids and fields, you must make entries in any required columns and fields.

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

1. Click to go to the Contacts area.
2. Use the search field immediately above the contact name to select the contact.
3. Click the Associations tab.
4. To add a new opportunity association for the contact, 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 contact's role for the opportunity, click in ROLE and select the role.
7. To provide more detail about the contact'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 contact association for the contact, click + Add Contact below the Contacts grid.
9. If you are adding a contact association, select the contact in NAME.
   • To search for and display a list of contacts with names that contain a specific sequence of characters, type the characters in the field and pause. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
   • To display the full list, click at the end of the field.
   • If the contact has not yet been added in iAccess, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
10. To select or change the relationship of the contact in NAME to the currently selected contact, click in RELATIONSHIP and select the relationship.
11. To provide more detail about the relationship between the two contacts, 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.