Association types

Accountants Enterprise only

Association Types are used to create links between clients and contacts so that employees know where there are relationships between contacts or clients. 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 its opposite association. This allows the relationship to be defined from both sides. Examples are:

Association	Opposite Association
Has Director…	Is Director of…
Has Husband…	Is Wife of…

The application comes with a number of default association types.

Association Types are added, deleted or edited by the system administrator.

To add association types

Select Maintenance > Internal > Association Types on the main menu or Maintenance > Maintenance Map > Internal > Association Types. The Maintenance — Association Types page opens.
In the first blank row at the top at the table, enter the Association.
Enter the Opposite Association.
Press [Enter] to add more Association Types.
Overtype the text to modify an existing Association or Opposite Association.
Click OK to save the changes and close the Maintenance — Association Types page.

To delete association types

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.

Select Maintenance > Internal > Association Types on the main menu or Maintenance > Maintenance Map > Internal > Association Types. The Maintenance — Association Types page opens.
Click the row containing the association type you want to delete. Click
to highlight the entire row.
Press [Delete]. A Confirm Delete message is displayed.
Click Yes.
Click OK to save the changes and close the Maintenance — Association Types page.