Affiliations are different roles that link contacts and requests or contacts to organizations.

Adding a new affiliation

The best way to add an affiliation to a record, first open the record (either request or organization).

Then on the top ribbon menu, click on "New" and then choose the "Affiliation" menu item.

The new affiliation module comes up. Check the right hand sidebar and make sure all of the links look correct. NOTE: contact will default to primary contact; you need to change this.

Editing/deleting an affiliation

Sometimes it is not possible to change or delete an affiliation through request module.

The best way to edit an affiliation is to go through contact and then find all affiliations that links to that contact. Then find the record you wold like to edit/delete and then edit/delete that.