Batchbook Knowledge Base ContactsAffiliations and how to apply them

Affiliations and how to apply them

An affiliation refers to how records relate to each other. In this example, Andrea is engaged to John Warren so we affiliated the two as fianc├ęs and now the records are linked. It's a helpful feature to let you know who knows who and how they are connected to each other! You can access affiliations on a contact detail page. You would first click the + Affiliation button (1), add the contact name (2) that you would like the record affiliated with and choose the affiliation type from the drop down (3). If you would like to add or delete any affiliation types, you can do so by clicking on Manage Affiliation Types (4). You can also see who the contact is currently affiliated with as well as delete any current affiliations (5).