Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Adding Affiliation Information

Any affiliation with an organization can be entered for a specified person.

To Add an Affiliation:

  1. Open the People module and add a new person or edit a person record.
  2. In the People Edit Mode, click the Expertise/Affiliation tab.
  3. Click the image New button.
  4. Select Affiliation from the Type dropdown list.
  5. Select the organization from the dropdown list. If the list does not contain the necessary information, contact your System Administrator.
  6. Click the image Calendar button to select a begin date. If known, enter an end date.
  7. Click the  Save button to save your changes. Clicking the image Save/New button clears all changes made or information entered, but leaves the tab open.
  • Was this article helpful?