Historical Organization Relationships Child Form

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Log Tab>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.

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.