Assigning affiliation codes to People records allows you to easily locate a group of People with the same occupation, interest or organizational affiliations. You can add affiliation codes to one or more People records by accessing the People record or directly from the People Search Results page. In addition, you can prevent mail from being added, printed or emailed for People records which contain a NO MAIL ALLOWED affiliation code.
To assign affiliation codes to a People record:
Search for the record you want to update.
When the record appears on the People Search Results page, click the name link in the Full Name column to access the People Record.
Click in the Affiliations field, which is located in the Other Information section on the Name panel.
Type the code or click the search icon next to the field and select a code from the list that appears.
Select the Save and Close action.
To assign affiliation codes to multiple People records:
Search for the records you want to update. Use the People Advanced Search to locate the People records.
When the records appear on the Search Results page, click the Select All link at the top of the page to select the check boxes next to all records found. If you want to update only selected records, select the check box next to those records.
Select the Change Affiliation action.
Type the affiliation code or codes you want to assign to the records. If you're assigning multiple codes, type one per line. Click the search icon to view and select from a list of all available affiliation codes. Click the Save button once you've selected the codes.
Click the Add button to assign the codes to the selected People records. Note: You can only add active affiliation codes. If you select an archived affiliation code, IQ will display the message "No affiliation codes added. ARCHIVED codes cannot be added."
Click OK in response to the notification prompt.
You can also remove affiliation codes from selected People records by following the above steps and using the Remove button.