Modifying Account Affiliation Information for a Contact

Complete the following procedure to modify the account affiliation information for a contact. You can set up such an affiliation for call-reporting purposes. You can also affiliate contacts with an account. For more information, see Modifying Contact Affiliation Information for an Account.

To modify the account affiliation information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing account affiliation as follows:

   1. Tap Affiliations in the list in the side pane.

      All affiliations associated with the contact appear in the Affiliations list in the main pane.

   2. Tap the affiliation that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account affiliation as follows:

   1. Tap Affiliations in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new affiliation in the fields that appear, and then save the record.

      The following table describes the fields.

      Field Name	Description
      Account	Select the account.
      Account Type	Displays
      Site	Displays the site for the account that you select.
      Start Date	Select the start date that the account is affiliated with the contact.
      End Date	Select the end date that the account is affiliated with the contact.
      Comments	Type any necessary comments for the affiliated account.