Related Individuals Child Form
Use the Related Individuals child form to list, report on, edit, and add Individuals in the database who share a relationship with the Individual whose profile you are viewing. You can add a relationship between the individual and another individual here. You can set the type of relationship and the date range applied. By clicking on the nearby magnifying glass you can edit the relationship. Here you can change information related to it, delete the record, or hide the record.
Related Individuals Child Form Information
The Related Individuals child form displays a list of Individuals who share a relationship with the Individual whose profile you are viewing. You see the following columns on the Related Individualschild form:
Column | Description |
---|---|
Related To | Displays the name of the Individual who shares a relationship with the Individual whose profile you are viewing. |
Head of Household | Displays whether the Individual is Head of Household. |
Relationship | Displays the nature of the shared relationship. |
Start Date | Displays the start date of the relationship. |
End Date | Displays the end date of the relationship. |
Database Information
Within the netFORUM database the table co_customer_x_customer holds the relationship between two customer records. The prefix for this table is cxc. It contains the cst keys for the parent of the relationship and the child of the relationship. It contains information about what the relationship is and the dates for when it is valid.
The mb_membership_proxy table will use this table for linking a customer to another customer for membership flow down.
Child Form Icons
Use the following icons to work with child forms. Not every form will have all of the icons listed.
Icons | Actions | |
---|---|---|
expand/close icon to expand or close a child form. | ||
goto record icon to view that record's profile page. | ||
add icon to add a new record to the child form. | ||
edit icon to edit a record on the child form. | ||
delete icon to delete a record on the child form. | ||
grandchild form icon to expand or close a grandchild form. | ||
new window icon to open a child form in a new window. | ||
more info icon to see more information about the a record on the child form. | ||
linked headings to sort the records. | ||
refresh the data in the form. | ||
export the data to a quick report for download. |