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Adding New Outside Affiliation Information

Any information concerning individuals holding positions outside the internal structure of a corporation can be entered for a specified person.

To Add an Outside Affiliation:

  1. Open the People module and add a new person or edit a person record.
  2. In the People Edit Mode, click the Outside Affiliations tab.
  3. Click the New button.
  4. Click the button next to the Outside Entity text box and select an entity.
  5. Click the button next to the Title field and select a title.
  6. Complete the other fields as appropriate and click the Save button.

þÿ  The Tax ID Number is retrieved from the Federal Number field on the entity’s Base Info tab.

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