February 2017 Tips - Person Affiliations
Affiliations are person to organization relationships. These person to organization relationships could be the person's employer, a club that the person is a member of, a gang that the person is related with, etc. These relationships become part of both the master name and the master organization indexes for the related entities. Viewing Affiliations With a record loaded in Person Management, select the "Affiliations" button.
The results grid (A) will display any existing affiliations. You can view additional information about an existing affiliation by highlighting a result in the grid and selecting the "details" button (B).
Adding a New Affiliation To add a new affiliation, select the "Add" button.
After searching for an existing record or creating a new organization record, select the "Choose" button on the Organization Management window.
Select the affiliation type from the pick list (A) and then select the "Choose" button (B)
Due to the various and potentially uncommon links between people and organizations, users can add additional affiliation types to the pick list without administrative privileges.
Adding a new affiliation pick list item can be accomplished by: Selecting the "Add" button, entering a new "ID", and then selecting the "Save" button.
Select the "Save" button from the Affiliations window to save the changes.
Affiliations on the Master Indexes Once an affiliation between a person and an organization has been made, an "Affiliations" tab will be visible on the Master Name Index.
Conversely, an "Associates" tab will be created on the Master Organization Index.