How do I affiliate records?

To affiliate records with each other:

  1. Create or open a contact record (individual or company).
  2. From the record detail page, locate Affiliations in the sidebar tab.
  3. Click the Add Affiliation button.
  4. Enter the name(s) of people with which you want to affiliate the contact.
  5. Choose an affiliation type from the pull-down menu.
  6. When finished, click the Save Affiliation button.  
  7. If the record is successfully affiliated, you should receive a confirmation message.