Nimble AMS provides a way for your constituent s 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.