Historical Organization Relationships Child Form
Use the Historical Organization Relationships child form to see a list of and report on past relationships between the current individual and organizations in the database.
Historical Organization Relationships Child Form Information
This topic covers information you can see on the Historical Organization Relationships child form. The child form displays the following information:
| Column | Description |
|---|---|
| Name | Displays the name of the organization which has a historical relationship with the selected individual. |
| Relationship | Displays the type of relationship the individual had with the organization. |
| Title | Displays the title held by the individual, if any. |
| Start Date | Displays the date the relationship shared by the individual and organization began. |
| End Date | Displays the date the relationship shared by the individual and organization ended. |
| Primary Contact | Displays the name of the primary contact at the organization. |
Child Form Icons
Use the following icons to work with child forms. Not every form will have all of the icons listed. The icons are also different if the form uses the updated user interface available with version 2017.
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expand/close icon to expand or close a child form. |
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goto record icon to view that record's profile page. |
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add icon to add a new record to the child form. |
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edit icon to edit a record on the child form. |
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delete icon to delete a record on the child form. |
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grandchild form icon to expand or close a grandchild form. |
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new window icon to open a child form in a new window. | |
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more info icon to see more information about the a record on the child form. | |
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linked headings to sort the records. | |
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refresh the data in the form. | |
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export the data to a quick report for download. | |