Create a New Association

Activity required : addressbook.rw or shiprepair.marketing.rw
Plug-in required : Address Book or Marketing

Associations are created via the read-write editors of companies, contacts and products. In each case the procedure is the same:

Open the read-write editor for the parent entity.
Expand the appropriate associations section (there may be more than one). This will look similar to this:
Click the 'add ...' button - this will open a wizard that will offer the option to create an association with an existing record or to create a new record and then automatically associate to it. The exact text will depend on what type of association you are creating.
Remember that the records linked by the association are independent of the association itself. Once created, deleting or editing the association will not affect the records themselves.
Depending on which option you select you will then be asked for the minimum information to create a new record or to select which existing record to link to.
The final wizard screen will allow you to enter information about the association itself. The only mandatory field is the description of the association. You can select a value from the dropdown list or enter your own text (the dropdown's values can be changed).
The 'Finish' button will be enabled once you have entered sufficient information. Clicking it will close the editor and the new association will de displayed in the associations section where you started. The association's details can be edited directly or even the association deleted from here.