Association Types

Examples of Association Types

For example, a company could be associated with its director, or a husband with his wife. This allows employees to easily move from one client to another when they are working with related groups.

Each association type is defined by entering the relationship and the opposite relationship. This allows the relationship to be defined from both sides. Examples of association types are:

The application comes with a number of default association types. Association Types are added, deleted or edited by the system administrator.

Set up Association Type

1. On the main menu, click Maintenance > Internal > Association Types.
2. In the Association Types window, in the blank row at the top, enter the Association.
3. Refer to the examples above.
4. Enter the Opposite Association.
5. To modify an Association or Opposite Association, edit the text directly.
6. When you have finished making changes, click OK to save the information and close the window.

Delete an Association Type 

1. On the main menu, click Maintenance > Internal > Association Types.
2. In the Association Types window, select the Association to delete by clicking the blue margin cell.
3. Press the [Delete] key and then click Yes when prompted to confirm the delete action. The Association is deleted.

   Note: You cannot delete an Association Type that is being used in the system. If you try to delete an association that is in use, an error message is displayed.

4. When you have finished making changes, click OK to save the information and close the window.