Customize Affiliations in Community Hub

Administrators can customize Community Hub pages and duplicate checking settings to tailor the affiliation experience for your constituents.

General Customizations

Administrators can customize pages in Community Hub so you can tailor the company roster and affiliation experience to fit your association needs.

Here are the Community Hub pages used for affiliations and the company roster:

Some of the things you can change are the heading or description of these pages, add or remove cards, and adjust the information shown on some cards. Learn more about how you can customize these pages to provide an engaging affiliation management experience:

Duplicate Checking for Individuals

Administrators have full control over whether existing individual accounts are checked against and suggested as potential matches when company managers are affiliating individuals to their company.

When duplicate checking for individuals is enabled, the Add Individual page is the first page seen in the indivdual affiliation process, and company managers can search for and affiliate individuals to their company. Company mangers can enter information for the individual they are looking for and search. When searching, the entered information is checked against existing individuals and any matches display in the search results.

If no matching individuals are found, or if company managers don't want to search, they can click Create New Individual to go to the Create New Individual page to create and affiliate a new individual to their company.

When disabled, company managers are taken directly to the Create New Individual page to create and affiliate a new individual to the company.

Administrators can also configure whether exact or similar results are shown.

Enable for Individuals

Please contact NimbleUser Support to complete these steps.

This enables duplicate record checking on the Create Account and Add Individual pages.

  1. From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
  2. Next to Customization Settings, click Manage.
  3. Click Customization.
  4. Click Edit next to Customization.
  5. Select Individual Duplicate Checking Enabled.
  6. If you want to return only results that are exact matches, rather than partial and exact matches—which is the default behavior—in Individual Duplicate Service Class, enter NC.DupeService.

    You can use a custom Apex class here to further customize the types of matches which are returned.

  7. Click Save.

Customize the Fields Displayed When Searching

Administrators can customize the fields displayed when company managers are searching for duplicate individuals on the Add Individual page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the IndividualSearchInformation field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Customize the Fields Checked Against When Searching

Administrators can customize the fields checked against when company managers search for duplicate individuals on the Add Individual page.

This effects duplicate record checking on the Create Account and Create New Individual pages.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the IndividualCreateAccountDupeCheck field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Customize the Fields Displayed in the Search Results

Administrators can customize the fields displayed in the search results when company managers search for duplicate individuals on the Add Individual page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the IndividualSearchResults field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Duplicate Checking for Companies

Administrators have full control over whether existing company accounts are checked against and suggested as potential matches when individuals are affiliating themselves to a company or when company managers are affiliating branches to their company. 

When duplicate checking for companies is enabled, the Add Affiliation page is the first page seen in the company affiliation process. Individuals and company managers can search for and affiliate themselves or their company to an existing company. Individuals and company managers can enter information for the company they are looking for and search. When searching, the entered information is checked against existing companies and any matches display in the search results.

If no matching companies are found, or if constituents don't want to search, they can click Create New Individual to go to the Create New Company page to create and affiliate a new company.

When disabled, constituents are taken directly to the Create New Company page to create and affiliate a new company.

Administrators can also configure whether exact or similar results are shown.

Enable for Companies

Please contact NimbleUser Support to complete these steps.

  1. From Setup, click Develop | Custom Settings.
  2. Click Manage next to the Customization Settings custom setting.
  3. Click Edit next to Customization.
  4. Select Company Duplicate Checking Enabled.
  5. If you want to return only results that are exact matches, rather than partial and exact matches—which is the default behavior—in Individual Duplicate Service Class, enter NC.DupeService.

    You can use a custom Apex class here to further customize the types of matches which are returned.

  6. Click Save.

Customize the Fields Displayed When Searching

Administrators can customize the fields displayed when constituents are searching for duplicate companies on the Add Affiliation page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the CompanySearchInformation field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Customize the Fields Checked Against When Searching

Administrators can customize the fields checked against when constituents search for duplicate companies on the Add Affiliation page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the CompanyCreateAccountDupeCheck field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Customize the Fields Displayed in the Search Results

Administrators can customize the fields displayed in the search results when constituents search for duplicate companies on the Add Affiliation page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the CompanySearchResults field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Access to the Classic Affiliation Experience

This customization is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

Administrators can designate who can access and use the classic company roster experience in Community Hub using a custom data source which determines who can access the classic roster. This data source controls access to the View Roster PageEdit Contact Information PageRemove From Company Page, and Add To Roster Page.

Please contact NimbleUser Support to complete these steps.

  1. From Setup, click Develop | Custom Settings.
  2. Click Manage next to the "Customization Settings" custom setting.
  3. Click Edit next to Customization.
  4. In the Editing Affiliates Datasource text box, enter the name of the custom Apex Data Source that determines who should be able to see and use the Community Hub Company Roster.
  5. Click Save.


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