Affiliations record which outside groups, churches, or partner organizations a person is connected to, such as a referring church or a partner agency. You can assign one or more Affiliations directly on a person's record.
Open a person's record, on the General Info tab, in the Involvement section. This works the same way on:
• Donors
• Clients
• Volunteers
• Staff
• Contacts
• Organizations and churches
1. Open the person's record and find the Affiliations field in the Involvement section.
2. Select one or more affiliations from the list. You can pick more than one.
3. Click Save Affiliations.
The field shows the affiliations currently assigned to that person. If you don't have edit permission on the record, the field is read-only and the save button doesn't appear.
Administrators can add, rename, or remove affiliation choices using Manage List next to the Affiliations field, the same way other dropdown and multi-select lists work in CoolFocus. See Managing Dropdown List Values.
An affiliation that's turned inactive stays visible on any record it's already assigned to, but it drops off the list of choices for new assignments.
• Managing Dropdown List Values
• Household Member Roles
• Relationships
• Contacts and Organizations
