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. When the Print Preview form displays, click
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 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 this 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. When the Print Preview form displays, click
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 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 this 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.
|