Affiliation View

The affiliation view allows you to display data concerning other customers that are flagged as being affiliated with the current customer.

By default, only child data added for the current customer (person, company) is displayed. For example, you can display activities for both the current person and all affiliated persons, or also display activities for the subsidiaries of a company.

Click on and select Affiliation View to enable the affiliation view globally (indicated by a tick in the check box). Aurea CRM web stores this setting between sessions.

Note: Note: For more information on relationships and activating the affiliation view, refer to the Aurea CRM web Administrator Guide (Affiliation View chapter) and the CRM.core Administrator Guide. Use the Applies to the following info areas configuration entry (Affiliations category) to determine the info areas that can display records in the affiliation view.
Note: You can define filters to restrict which data is displayed, see Select Affiliates (Button and Dialog) in the Aurea CRM web Administrator Guide.
Note: When defining a query, you can enable the Include Affiliations option to include records stored for affiliates in the results. If the status of the check box is , records stored for affiliates are included in the results if the Affiliation View check box is enabled in the main menu. When defining a query, pay attention to the fact that the order of the SQL statements (queries applied to info areas) affects the results. If company B is affiliated with company A, and you define a query applied to the activities of company A (Include Affiliations is enabled), it makes a difference whether the query is first applied to FI or MA records. In the first case, all activities stored for companies A and B (affiliated companies) are returned; in the second case, only the activities stored for company A are returned (MA is a child info area and thus not part of the affiliation).
Note: If you define affiliates for a company or person, the Affiliate check box is enabled in the relationship records where the relationship between the two entities is defined. When applying queries to affiliates, the system checks whether this field is enabled by applying a condition to it. You can also define that a different field should be used, see Alternative Condition for Affiliation View in the Aurea CRM web Administrator Guide.

Example:

Tickets displayed for a customer in the default view:

Tickets displayed for a customer in the affiliation view, including tickets added for all affiliates.

The affiliation view is available in lists, queries, the timeline and the tree view.

Note: Note: The affiliation view only displays data stored for records that are direct affiliates of the current record. In other words, when displaying data for companies in a hierarchy, only the records added for a direct subsidiary are displayed, not records stored for any sub-subsidiaries. If you define affiliates to be displayed in the affiliation view of a customer (Select Affiliates button), these settings are visible to all users.
Note: Your administrator can configure that only information on parent records is displayed in the affiliation view (e.g. when viewing activities, the company the activity was added for), see Extended Options (showOnlyForAffiliations) in the Aurea CRM web Administrator Guide.

To determine which customers are displayed in the affiliation view:

  1. Switch to the desired customer.
  2. Click on (Select Affiliates).

    All customers where a relationship with the current customer has been defined are displayed graphically in a relationship network.

    Move the mouse cursor over a connecting line to display the type of relationship.

  3. Click on a node to select it and click on Add to Affiliation or Remove from Affiliation to define whether the corresponding record is an affiliate of the current customer.

    You can select more than one node (Ctrl + Click).

    Affiliates are highlighted in orange. Hover the mouse cursor over a node to display whether that company or person is defined as an affiliate.

  4. Click on Close to close the view.

    Select Close & Refresh to close the view and refresh the display to include data stored for the selected affiliates.