Associations: Step-by-Step Guide

How to Create a New Association

Setting Up a New Association

• Go to Settings -> Data Organization -> Associations tab.
• Select .
• Fill in your new Association under the white box labeled Name.
• You can add in a Description in the box provided - this is optional.
• Hit .

Editing the Association

Edit the Association

• Go to Settings -> Data Organization -> Associations tab.
• Select the pencil icon located to the right of the Association.
• Make your changes in the screen and hit .

Delete the Association

• Go to Settings -> Data Organization -> Associations tab.
• Select the garbage icon located to the right of the Association.
• You will be prompted if you really wish to delete this Association as it will be removed from all accounts. 
• Select  to completely get rid of this Association from your database.

Admire Quick Tip!

You can access the Association Settings straight from an Account by clicking on the Association itself and selecting .

How to Add/Edit/Delete an Association on an Account

Add an Association to an Account
 

• Open the Account.
• Select the Add Association button below the Account Name.
• Select the Association you would like to add from the drop-down list.

Delete Association from Account

• Open the Account.
• Click on the Association you wish to remove.
• Select  to remove the Association from the Account.