To add a customer affiliation:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer that you want to work with.
The Customer|Basic page appears.
3.Select the Advanced tab.
The Customer|Advanced page appears.
4.Click 'Add Affiliation'
5.Complete the following:
▪Affiliation: Select the relationship that the customer has with your organization.
The values available are defined in the affiliations list.
▪Start Date: Click  to select the date when the affiliation will begin/began.
▪End Date: Click to select the date when the affiliation will end.
▪Description: Optionally, enter a description of the affiliation.
This will appear on the Customer|Basic page.
▪Comment [1-2]: Optionally, enter any additional comments in fields.
6.For every affiliation that you want to add, repeat the process from Step 4.
7.Click 'Apply'.
A window confirms that the customer was updated.
8.Click 'OK'.
Customer affiliations can then be pulled via a BI query, using the affiliation criteria.
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