Modifying Contact Affiliation Information for an Account

Complete the following procedure to modify the contact affiliation information for an account. You can also affiliate accounts with a contact. For more information, see Modifying Account Affiliation Information for a Contact.

To modify the contact affiliation information for an account

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

   • The Accounts list and details for the selected account in the main pane.

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

2. Tap an account in the Accounts list.

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

3. Update an existing contact affiliation as follows:

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

      All affiliations associated with the account 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 contact affiliation as follows:

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

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

      The following table describes the fields. Note that when you create a new or delete an existing contact affiliation, that contact appears on or is removed from the list of contacts associated with the account.

      Field Name	Description
      Last Name	Select the contact.
      First Name	Displays the first name of the contact that you select.
      Start Date	Select the start date that the contact is affiliated with the account.
      Primary Specialty	Type the primary speciality for the contact.
      Email	Displays the email address of the contact that you select.
      Direct	Select this check box to route the profile data for the contact to all members of the account team. Clear this check box to route the profile data for the contact only to members of the account team who are assigned to the contact.