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Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >

Indicating Affiliations Between Accounts

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In addition to specifying affiliations with contacts, accounts can also have affiliations with one another. For example, a hospital can have affiliations with certain pharmacies and referring clinics. Users can use the Account Affiliations view to indicate affiliations between accounts and to indicate whether the relationship is an upward or downward affiliation.

NOTE:  Do not use the Account Affiliations view to indicate a child account of an account, such as a department within a hospital or a subsidiary of an account. To specify this kind of association, see Adding Subaccounts.

The Account Affiliations view includes two lists users can use to distinguish between upward (or peer affiliations) and downward affiliations:

Upward or Peer Affiliations list. Add an account to this list if it is the agent of the affiliation.
Downward Affiliations list. Add an account to this list if it is the object of the affiliation.

To indicate an affiliation between accounts

Navigate to the Accounts screen.
From the Show drop-down list, select My Accounts.
In the Accounts list, select an account.

NOTE:  When selecting the account, do not click a hyperlink (underlined field). Doing so takes you to another view.

Click the Account Affiliations view tab.
In Account Affiliations view, scroll down and select one of the following lists:
Upward or Peer Affiliations. Indicates an affiliation in which the selected account is the agent of the affiliation, such as an organization responsible for referring patients to another hospital.
Downward Affiliations. Indicates an affiliation in which the selected account is the object of the affiliation, such as an organization receiving referrals from another hospital.

NOTE:  If the relationship between the accounts is generic or unknown, select the Upward or Peer Affiliations list.

In the appropriate list, add a record and complete the necessary fields.
In the Add Accounts dialog box, select one or more accounts and click OK.

The selected accounts are added to the list. Each account's name becomes a hyperlink.

Optionally, select a value for the Relationship field. The default value is None Specified.

NOTE:  It is recommended that you not select Subsidiary in the Relationship field to indicate a subaccount. If the affiliated account is a subsidiary, delete the newly added record and use the procedure in Adding Subaccounts.

To view an account's upward and downward account affiliations

Navigate to the Accounts screen.
From the Show drop-down list, select Explorer.
Expand the account for which you wish to view upward and downward affiliations.

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