Staff can create affiliations between individual and companyaccounts which can affect the automatic flow down of information from the parent to a child account. Staff can also make an affiliated individual the primary contact for a company, as well as a company manager, allowing them to act on the company's behalf in Community Hub.
Managing the Primary Affiliation of an Account
To quickly manage the primary affiliation of an
Primary Affiliation using the account.
Managing Multiple Affiliations
Staff can create, edit, remove, and manage the affiliations of an
Primary Affiliation from the Parent Affiliations and Child Affiliations related lists. For each individual affiliation, staff can set the individual as a primary contact for the company and/or a company manager.
An Individual's Affiliations
A Company's Affiliations