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Manage professional associations and association types

Manage professional associations.

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Written by Harry Ledger
Updated over 2 months ago

Professional associations and association types can be managed in the Organisation zone.

You can create new associations, amend existing ones, add or remove ssociation types, and maintain accurate records as needed.

Add a new professional association

  1. Under Organisation, click Organisation, then Professional Associations.

  2. Click New.

  3. Fill out the form with the required details.

  4. Click Save and Return.


Amend an existing professional association

  1. Under Organisation, click Organisation, then Professional Associations.

  2. Open the record that requires amendment.

  3. Fill out the form with the required details.

  4. Click Save and Return.


Add a new association type to a professional association

  1. Under Organisation, click Organisation, then Professional Associations.

  2. Open the Professional Association to add Association Types to.

  3. Click the Associate Types tab.

  4. Click New.

  5. Enter the Name of the Association Type.

  6. Click Save & Return.


Delete an association type from a professional association

  1. Under Organisation, click Organisation, then click Professional Associations.

  2. Open the Professional Association record to be amended.

  3. Click the Associate Types tab.

  4. Highlight the record to be removed and click Delete.

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