There are two methods you may use to access Affiliations, either:
  1. ​From the Affiliations folder of the Organizer.
  2. From the Affiliations tab of a Contact, Organization, or Request record.

Accessing Affiliations from the Affiliations folder of the Organizer:
To Access Affiliations in the Organizer to view Affiliations in the Affiliations folder, you can:   ·         
  1. Use the Quick Find to search the Affiliations folder.   ·         
  2. Zoom on the Contact, Request, Organization, or Document Activity you want to focus on,
  3. Switch to the Affiliations folder. It is now populated with Affiliations associated with that item.  
Note: To view the Affiliation record, you can Highlight the record in the Organizer grid and select File > Open .

Accessing Affiliations in Contact Records
The Affiliations tab of a Contact can display all primary and secondary Affiliations associated with the Contact.   Note: You cannot add, open, or edit an Affiliation from within a Contact record. This tab is used to display a list of the Contact's Affiliations.  

The columns in the Affiliations tab of a Contact display the following data:   ·         
  • Organization
  • Request
  • Affiliation 
  • Notes
  • Audit
 
Filtering Affiliation Records
You may find it easier to find the Affiliation(s) you are looking for using one or more of the filtering options above the grid:  
  • Role   ·         
  • Type   ·           

In Organization records, the Affiliations tab displays all primary and secondary Affiliations associated with
  1. The Organization 
  2. Requests associated with the Organization.
The columns in the Affiliations tab of an Organization display the following data:   ·         
  • Contact
  • Request 
  • Affiliation
  • Notes      
  • Audit

Note: In Request records, the Affiliations tab displays all primary and secondary Affiliations associated with the Request, but not the Organization.  

The columns in the Affiliations tab of a Request display the following data:   ·         
  • Contact
  • Affiliation
  • Notes
  • Audit  

The following filtering options are available above the grid in the Request Affiliations tab:   ·         
  • Role

Note: The Affiliations tab in a Request record does not display any Organization Affiliations, so the Type filter is not included here.