Chapter Relationships Child Form

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Relations Tab>Chapter Relationships child form

Use the Chapter Relationships child form to list, report on, and add non-member Chapter Relationships of the individual whose profile you are viewing. An Individual/Chapter Relationship is different from an ordinary chapter membership in that no financial transactions occur. Chapter Membership reports do not take into account Individual/Chapter Relationships.

Chapter Relationships Child Form Information

The Chapter Relationships child form displays a list of Chapter Relationships of the individual whose profile you are viewing. You can edit, report on, and add interest codes on the child form. You see the following columns on the Chapter Relationshipschild form:

Column	Description
Chapter	Displays the name of the chapter the Individual has a non-membership relationship with.
Relationship	Displays the nature of the Individual's relationship with the Chapter.
Start Date	Displays the start date of the Individual's relationship with the Chapter.
End Date	Displays the end date of the Individual's relationship with the Chapter.

Note: Only one individual can be selected as the Primary Contact. If you select the primary contact? check box on any record on the individual relationships child form on the Chapter Profile page, that individual will automatically be selected as the primary contact. The primary contact? check box of the other individual will subsequently be cleared.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		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.