Association Viewer


As its name implies, the Association Record may be used to identify and record the trade groups and professional associations to which your Contacts belong.


The Contact record's Association Tab may be used to record their Associations. This information is available for reports, KPI's, and via CRMAnywhere (for Sales Reps).

Important Fields:

Association Id:
Typically, the Association's acronym or abbreviation (e.g., MSCA, PRSM, etc.).

Association Name:
This field should be used to record the  Association's name. Some abbreviations may be needed as this field is 40 characters in length (e.g., Mech Service Contractors of America).

If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry. Obsoleted records can be edited and the Obsolete option can be cleared if needed.