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...	...	@@ -14,24 +14,53 @@
14	14	11111. To create a relationship, co to the individual's record.
15	15	11111. Select the "Relationship" tab.
16	16	11111. Click "Add Relationship" button.
17		-11111. Choose "Relationship Type" ("Employee of" or "Volunteer is").
	17	+11111. Choose "Relationship Type" ("Employee of").
18	18	11111. Add "Contact(s)"~-~-this may update with the organization's name if an existing contact if already in CiviCRM.
19	19	11111. Click "Save Relationship" button (no other information is needed).
20		-111. If a record exists for the organization, please create a "relationship" between the individual and organization.
	20	+111. If a record already exists for the organization, please create a "relationship" between the individual and organization.
21	21	1111. Go to the organizational record, e.g. KDE.
22	22	1111. Select the "Relationship" tab.
23	23	1111. Click "Add Relationship" button.
24		-1111. Choose "Relationship Type" ("Employee of" or "Volunteer is").
	24	+1111. Choose "Relationship Type" ("Employee of").
25	25	1111. Add "Contact(s)"~-~-this may update with the name of an existing contact if already in CiviCRM
26	26	1111. Click "Save Relationship" button (no other information is needed).
27	27	111. If a record does not exist for the new individual, you may add one.
28	28	1111. Select "Contacts" -> "New Individual" from the CiviCRM menu.
29		-1111. Enter as much information as you may have about the individual (be sure to add any relationships).
	29	+1111. Enter as much information as you may have about the individual (be sure to add any relationships), but specifically we must have...
	30	+11111. Email address for the individual.
	31	+11111. Under the "Relationships" tab add the individual to the relevant organization (use "Add relationship" buton).
	32	+11111. Under the "Groups" tab, choose "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
	33	+11111. Under the "Tags" tab, check, "Perspective Affiliate Rep." and "Perspective Affiliate"
30	30	1111. Click, "Save".
31	31	111. If a record does not exist for the new organization, you may add one.
32	32	1111. Select "Contacts" -> "New Organization" from the CiviCRM menu .
33	33	1111. Enter as much information as you may have about the organization (be sure to add any relationships).
	38	+11111. Email address for the organization (not the individual you know. This will ensure we have some contact with the org.
	39	+11111. Under the "Groups" tab, choose, "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
	40	+11111. Under the "Tags" tab, check, "Perspective Affiliate".
34	34	1111. Click, "Save".
	42	+1. Add details to the table below.
	43	+11. Organizational Name - obvious
	44	+11. Notes - obvious
	45	+11. OSI Initial Contact - person who generated the lead
	46	+11. Contact / Rep. Information - link to relevant CiviCRM Pages
	47	+11. Status - Choose from,
	48	+111. Prospect: initial discussions, no application submitted.
	49	+111. Links to application materials
	50	+1111. If the prospect has submitted the required applications, attach those to this wiki page, and add links to:
	51	+11111. The Cover Letter.
	52	+11111. Affiliate Agreement
	53	+11111. Supporting Documentation (e.g. qualifications)
	54	+1. Invite the individual representative of the organization to complete the Affiliate Member Application.
	55	+11. Go to the CiviCRM record for your organizational contact.
	56	+11. Select, "Actions" -> "Send an Email" (new window pops up).
	57	+11. Select, "Patrick Masson <masson@opensource.org> Main (preferred)" from the "From" field.
	58	+11. Click the "BCC" field and add Patrick Masson's email there as well (this ensures I see the email in my inbox).
	59	+11. Select, "Affiliate Member Inquiry" from the "Template" options in the email window.
	60	+NOTE: CiviCRM uses "tokens" to individualize communications. You must be sure that these attributes are included in the record of the individual you are emailing or they will be left blank and the email will not read correctly. These tokens include:
	61	+111. "{contact.first_name}" = the first name of the contact much be in the individual's record.
	62	+111. "{contact.current_employer}" = the individual you are contacting must have the organization listed in their record in the "Employer" field under the "Summery" tab.
	63	+11. Click, "Send Email"
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...	...	@@ -41,7 +41,7 @@
41	41	{{/velocity}}
42	42
43	43	(% class="grid sortable filterable doOddEven" id="prospectList" %)
44		-(% class="sortHeader" %)|=Organization Name|=Description/Issue(s)|=OSI Initial Contact|=Contact/Rep. Information|=Status
	73	+(% class="sortHeader" %)|=Organization Name|=Notes|=OSI Initial Contact|=Contact/Rep. Information|=Status
45	45	Prospect/Applicant/Member
46	46	|[[ADMB Foundation>>url:http://admb-foundation.org/]]| |Affiliates webpage|See [[CiviCRM>>url:http://opensource.org/civicrm/contact/view?&cid=40038]]|Member (2014)
47	47	|American International University| |Affiliates webpage|See [[CiviCRM>>url:https://opensource.org/civicrm/contact/view?reset=1&cid=50998]]|[[Cover Letter>>attach:Cover Letter.pdf]], [[Affiliate Agreement>>attach:Scaned Affiliate Agreement.pdf]], [[Supporting Documentation>>attach:Other Documents.pdf]], [[Certificate of Incorporation>>attach:aiuwa.JPG]]