Daeda Association Viewer Setup Guide

1. Install Daeda Association Viewer on your account here

2. Connect your account to Daeda Association Viewer

a. Choose the account you intend to use Daeda Association Viewer with. Then click "Choose Account"

3. Review and accept permissions

a. Review the oauth permissions Daeda Association Viewer needs to function. Once satified, click "Connect app"

4. Go to record customization

a. Go to your HubSpot settings. In the sidebar, select Objects > Contacts. Select "Record Customization"

5. Add your new association viewer app card

a. Click on a record view. In the sidebar click "Add cards"c. Find the "Association Viewer" App card and check the check box. Click "X"e. Click "Save and Exit"

6. View your new app card on a contact

a. Navigate to any contact. There is now a new "Association Viewer" card in the sidebar

7. Open the association viewer

a. Click View Associations

All Finished!

Need help? Contact us at support@daeda.tech

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