Nimble AMS provides a way for your constituents and staff to create and manage the relationships between individuals and companies using affiliations.
You can manage your affiliations in the following ways:
  • Create and manage affiliations with a parent/child model to describe relationships.
  • Manage affiliations with an interactive roster.
  • Designate a primary, and secondary affiliations for an individual or company.
  • Create common affiliation types like: employer/ employee, location/company, chapter/member, or create your own.
  • Use information flow down to automatically flow information from parent to children accounts.
  • Designate individuals as a primary contact or mangers for each company.

In this section, you will find information and steps for affiliation configuration, affiliation management, and affiliation processing.

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