{"id":11189,"date":"2023-10-30T18:51:42","date_gmt":"2023-10-30T18:51:42","guid":{"rendered":"https:\/\/docs.pcrecruiter.net\/site\/?post_type=docs&#038;p=11189"},"modified":"2026-03-12T19:35:30","modified_gmt":"2026-03-12T19:35:30","password":"","slug":"associations","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/augmenting-records\/associations\/","title":{"rendered":"Associations"},"content":{"rendered":"\n<p>This navigation page displays other records in your database this record is associated with in some way.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Associations are commonly used to:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Document Headquarter \/ Subsidiary Relationships<\/li>\n\n\n\n<li>Document Relatives<\/li>\n\n\n\n<li>Document Referrals<\/li>\n<\/ul>\n\n\n\n<p>Please note this feature is informative only. You cannot search for associations or run reports based on them.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Adding Associations<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open any <strong>Name, Company <\/strong>or<strong> Position Record<\/strong><\/li>\n\n\n\n<li>Click <strong>Associations<\/strong> from the Navigation toolbar<\/li>\n\n\n\n<li>Click <strong>Add<\/strong> from the action menu<\/li>\n\n\n\n<li>Select the <strong>Record Type<\/strong> for the associated record<\/li>\n\n\n\n<li>Enter a <strong>Source Description<\/strong> or select one from the pop out menu, this is the type of relationship between the records<\/li>\n\n\n\n<li>Enter a <strong>Target Description<\/strong> if desired<\/li>\n\n\n\n<li>Set a <strong>Begin Date<\/strong>, todays date will be used by default<\/li>\n\n\n\n<li>Set a <strong>End Date<\/strong> if desired<\/li>\n\n\n\n<li>Click the pop out menu for <strong>Select Record<\/strong> to search and select the desired record to be associated<\/li>\n\n\n\n<li>Add any additional <strong>Notes<\/strong><\/li>\n\n\n\n<li>Click <strong>Done<\/strong> to save<\/li>\n<\/ol>\n\n\n\n<p>The gear icon on the bottom left of the New Association window allows you to create custom descriptions that will appear in the pop out menu.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This navigation page displays other records in your database this record is associated with in some way. Associations are commonly used to: Please note this feature is informative only. You cannot search for associations or run reports based on them. Adding Associations The gear icon on the bottom left of the New Association window allows&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/augmenting-records\/associations\/\">Continue reading <span class=\"screen-reader-text\">Associations<\/span><\/a><\/p>\n","protected":false},"author":31,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":["2540","3560","3680","4640"],"footnotes":""},"doc_category":[68],"doc_tag":[],"knowledge_base":[25],"class_list":["post-11189","docs","type-docs","status-publish","hentry","doc_category-augmenting-records","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":173,"total_views":"761","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"","author_nicename":"","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/"},"doc_category_info":[{"term_name":"Augmenting Records","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/augmenting-records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/11189","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=11189"}],"version-history":[{"count":2,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/11189\/revisions"}],"predecessor-version":[{"id":12773,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/11189\/revisions\/12773"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=11189"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=11189"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=11189"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=11189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}