Contact Association Type
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A “contact association type” represents the relationships between two contact records. For example, a person contact could belong to a contact group, or a person contact could be employed by the contact company.
Add a new contact association type
- Expand the “Configuration” menu on the sidebar navigation.
- Expand the “Lists” menu under “Configuration”.
- Expand the “Type” menu under “Lists”.
- Select the “Contact Association” menu.
- Select “Add” to add a contact association type.
- Populate the fields. Data fields with an asterisk (*) are required.
- Name*: Enter the name of the type of contact association.
- The system will not allow contact association types with duplicate names.
- Description: Enter a description of the type of contact association.
- Relationship*: The relationship between the primary and secondary contacts. Options include:
- 1-1: One primary contact to one secondary contact.
- 1-M: One primary contact to many secondary contacts
- M-M: Many primary contacts to many secondary contacts
- External Identifier: Enter a unique identifier that represents this record in an external system.
- Name*: Enter the name of the type of contact association.
- Select “Save” upon completion.
Manage contact association types
- Locate the contact association type record.
- To the right of each record, under the Actions menu, you may:
- Edit the contact association type.
- Download the contact association type definition for import into another database.
- Delete the contact association type. You may delete types only when they are not in use at any record.
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