Staff can set any affiliation to be inactive so the two accounts are no longer considered affiliated, yet, their relationship history is retained.
Additionally, Staff can delete an affiliation in case the record was created in error.
Inactivate an Affiliation
- From an account, in the Parent Affiliations or Child Affiliations related lists, click the
Affiliation IDvalue for the affiliation you would like to inactivate.
Inactive. This will cause
Removal Dateto be automatically set to the current date and time when you click Save.
- Optionally, to help track the span of the affiliation, in
End Date, enter the date on which the accounts were no longer affiliated.
Removal Reason, select the reason the accounts are no longer affiliated.
Administrators can add or remove removal reasons by adding additional values to the picklist (external).
- Click Save.
Delete an Affiliation
Inactive. This preserves the history of the relationship between accounts, and removes it from any views or reports that show active affiliations.
- From an account, in the Parent Affiliations or Child Affiliations related lists, click Del on the affiliation you would like to delete.