Affiliation Management

To help track your constituent affiliations, staff can view all affiliations or view a single affiliation for more information. Staff can also view an entire affiliation hierarchy with an interactive roster.

Affiliations

Affiliations can be between a company and an individual account, or between two company accounts. In both cases, one account is the parent and the other account is the child.

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Nimble AMS, Staff View, Account, Parent Affiliations Related List

When a company is a child, it can have its own children, which may also be companies or individuals.

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Nimble AMS, Staff View, Account, Child Affiliations Related List

Each affiliation is represented using an affiliation record which looks up to two different accounts, and staff can view these records for more information on the relationship between the two.

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Nimble AMS, Staff View, Affiliation, Affiliations Tab

Staff can view parent and child affiliations for an account to see if they are active, see the roles and responsibilities of each affiliated account, and review the history of the affiliation.

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Nimble AMS, Staff View, Affiliation, Affiliation Detail Role History

Affiliation Roster

Using the parent/child affiliation model, staff can get a picture of an affiliation structure using the affiliation roster. The affiliation roster displays the child and parent affiliations of an account, along with any other affiliations. This collection of affiliations is displayed as a hierarchical tree of accounts which can be expended to show affiliated child accounts. Staff can access the affiliation roster from any account, which is then highlighted in yellow on the affiliation roster to show where the it falls in the hierarchy.

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Nimble AMS, Staff View, Affiliation, Affiliation Roster

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