Organizations Child Form

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

Use the Organizations child form to list, report on, edit, and add organizations the individual has relationships with.

The relationships that an Individual shares with Organizations appear on the Relations tab. You can click the arrow next to the record in order to go to the Organization record . Relationship records display information such as the start date of the relationship and when it is scheduled to end. If the primary area is checked, the organization is the primary organization for the Individual.

Organizations Child Form Information

The Organizations child form displays a list of organizations related to the individual whose profile you are viewing. You see the following columns on the Organizationschild form:

Column	Description
Organization Name	Displays the name of the organization the individual has a relationship with.
Organization Type	Displays the type of organization.
Relationship	Displays the type of relationship the individual has with the organization.
Title	Displays the individual's title within the organization.
Start Date	Displays the start date of the individual's relationship with the organization.
End Date	Displays the end date of the individual's relationship with the organization.
Primary	Displays whether this is the primary organization relationship of the individual.

Organizations Database Information

The table co_individual_x_organization holds the record that links an Individual to an Organization. The prefix for this table is ixo and contains the customer keys for the Individual and the Organization. The table also holds start and end dates for the relationship. These dates can be left null. The relationship record can also store the type of relationship, e.g., staff or employee.The Individual and Organization record also links to the primary relationship for that customer, which is stored in the cst_ixo_key.

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.