I'm still testing v11. Is it possible to create a new constituent record while in the relationship tab of another who we need to associate together? For example Sam and Michael are friends. I go into Sam's account and add an association. While searching through there for Michael I see he does not have an account. I don't see the New button at this point. Am I missing something or do I have to create Michael's account first?
You can create a new record when adding an affiliation to a household or organization record, but not when adding an association.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com