Indicating an Affiliation Between a Contact and a Subaccount

The following procedure shows you how to indicate an affiliation between a contact and a subaccount.

To indicate an affiliation between a contact and a subaccount

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, drill down on an account.

3. Click the Sub Accounts tab.

4. In the Sub Accounts list, select a subaccount.

5. Go to the Contact Affiliations list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Direct	If a check mark appears in this field, profile data for the contact is routed to members of the teams assigned to the affiliated account. If no check mark appears in this field, the profile data is routed only to the members of the team assigned to the contact. (Users who are connected to the server see the profile data regardless of whether a check mark appears in the field or not.)
   Last Name	The contact affiliated with this subaccount.

6. Go to the Roles list, create a new record and complete the necessary fields.