III. Setup Association Cards
Setting up Association Cards
Step 0: Association Labels:
- Team Boomerang will be pushing Association labels to your CRM. Go to Settings>Data Management>Objects>Contacts> Associations to confirm they are present:
![](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2Fec696890-49be-4dc9-bdb6-bcf35b837a59%2FScreenshot_2024-07-31_at_12.25.26_PM.png?table=block&id=f4a02b4f-f308-4e46-9580-4d0210e58cef&cache=v2)
- The following association should be present in your CRM- A. In Type: Contacts to Company- Past Company (Many) B. In Type: Contacts to Contacts- Past Contact (Many)
Step 1: Create Association Card:
- Go to Settings>Data Management>Objects>Contacts> Record Customization.
- Select the Contact view currently in use.
- Click on Add Cards in left, middle section or right hand section as per your placement preference.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2Fa1599611-ce91-4328-b975-334af361400b%2FScreenshot_2024-07-31_at_4.20.19_PM.png?table=block&id=1d1ee202-eaf5-4213-abe0-04583bce89bd&cache=v2)
- Create Cards and create the following Association Table cards:
- BR Past Contact Details. Add the following details: Card Title: Boomerang Past Contact Details Properties: Object Type- Contact Add the following properties: First Name, Last Name, Job Title, Company Name, Contact Owner, Last Activity Date Click on Save
- BR Company Details. Add the following details: Card Title: Company Details BR Properties: Object Type- Companies Add the following Properties: Company Name, Company owner, Linkedin Company Page, Company Size Click on Save
- Go to the contact layout to re-arrange the tiles to the desired position. In each tile- go to Association Label dropdown and select the correct association- Past Company/Past Contact as required.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2Fae47212d-9fbf-4f06-9a05-59e62434fe93%2FScreenshot_2024-07-31_at_4.27.07_PM.png?table=block&id=ad3fa6ba-5409-44ff-b89c-72e55cbd2ffe&cache=v2)
Congratulations, you’re all set to show associations in the contact view record level!
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