Associations Tab of Contact Info Center

Use the Associations tab to associate one or more contact records with another contact record and to define relationships between the associated records. You can also use this tab to associate one or more employee records with a contact record.

Contents

Associations Grid

Use the Associations grid on the Associations tab to associate one contact with another contact and to define the relationship between them. To associate one contact record with another contact record, add the contact to the Associations grid. Both records reflect the association.

A contact record must exist in your database before you can associate it with another contact record.

In addition, you can create an association between the client records of each contact. Select the Associate the Clients of these two Contacts option on the Associate a Contact dialog box. The client-to-client association that you define is then added to the Associations tab of each client's record.

Field	Description
Associations Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Edit	Click this option to edit a contact association on the Associate a Contact dialog box.
Associate	Click this option to add a contact association on the Associate a Contact dialog box.
Remove	Click this option to remove a contact association from the Associations grid.
Name	This field displays the name of the associated contact, as entered on the Associate a Contact dialog box. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Relationship	This field displays the relationship of the current contact record to the contact in the Associations grid, as entered on the Associate a Contact dialog box. Use this drop-down list to change the relationship. You define contact relationship options in Code Table Configuration. Contact your system administrator for information about adding values to this list.
Description	This field displays a description of the relationship between the contact in the Associations grid and the current contact record, as entered on the Associate a Contact dialog box. Click Edit to use the Text Editor to enter information.

Employees Grid

Use the Employees grid on the Associations tab to associate employees with a contact and to define the relationship between them. To associate an employee record with a contact record, add the employee to the Employees grid. Both records reflect the association.

Field	Description
Employees Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add an employee to the Employees grid.
Remove	Click this option to remove an employee from the Employees grid.
Employee	This field displays the employee's number as it displays in the corresponding Employee Info Center record.
Name	This field displays the employee's name as it displays in the corresponding Employee Info Center record. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Relationship	Use this drop-down list to select the employee's relationship to the contact. You define employee relationship options in Code Table Configuration.
Description	This field displays additional information about the relationship between the employee and the contact. Click Edit to use the Text Editor to enter information.