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:
-
From the Vision Navigation menu, click
.
-
On the Contact Info Center form, select a contact record.
-
On the Associations grid of the Associations tab, click
Associate.
-
On the Contact Lookup, select the contact that you want to insert on the Associations grid.
-
On the Associate a Contact dialog box, set options and define the relationship between the two contacts.
-
Click
OK.
-
If you selected the
Associate the Clients of these two Contacts option, Vision opens the Associate a Client dialog box. Use the fields on the dialog 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, Vision closes the dialog box and adds the client association information to the Associations grid.
-
Click
Save.