Affiliations

The Affiliation View allows users to view data linked to a set of companies and/or persons

For example - All insurance policies taken out by the members of a family). The child records are read via indirect links (via PB) with link IDs 26000-27999, see Link IDs.

Note: The Affiliation View is not available in Aurea CRM win.

Applies to the following info areas

Use this configuration entry to specify the info areas (linked to FI, PE or KP) from which data should be displayed in the Affiliation View. Specify the info area IDs separated by semicolon, e.g. MA ;MB ;KM.

Note: This setting is applied globally.

If you want to display activity records (MA) in the Affiliation View, make sure you enter the Activity Participants info area (MB) in this parameter as well.

To enable the Affiliation View you also need to activate CRM process 1.4.1.4.7. "Affiliations".

For information on the business logic involved, see Affiliation View in the Business Logic Manual.

For information on the Affiliation View in Aurea CRM web and CRM.designer, see Affiliation View in the Aurea CRM web Administrator Guide.