Individual Organization Relationship

This Help topic covers the relationship between an Individual and an Organization.

Individual to Organization

The relationships that an Individual shares to various Organizations appear in the Relations tab > Organizations child form. You can click on the arrow next to the record in order to go directly to the Organization record itself. These relationship records display such things as the start date of the relationship and when it is scheduled to end (End Date). If the end date is equal to or less than today's date, then the relationship is no longer valid and NetForum no longer displays the record in the child form. If you see a check mark in the Primary column for that relationship, then that means this organization is the primary organization for the Individual. You can set the primary organization when you are adding or editing the Individual.

If an Organization is the primary Organization for an Individual, it appears in the profile for that Individual. If the Organization exists in the system currently and has not been deleted, you can click on the link to go to the profile for that organization.

In the Organizations child form, you can add a relationship to any Organization. To add an organization relationship, click the Add button on the Organizations child form. The Add – Individual Affiliation page opens. For detailed information about the Add – Individual Affiliation page, see the Add Individual Affiliation help topic. For information on editing relationships already in the Organizations child form, see the Organizations Child Form help topic.

Organization to Individual

The relationship that an Organization has to an Individual appears in the Organization Profile > Relations tab > Individuals child form. Here you see the name of the Individual, and you can click the go to arrow to see that Individual's profile page. If the primary affiliation is checked that means this Organization is the primary Organization for that Individual. If the Primary Contact is checked, that means this Individual is the primary contact for the Organization. You can set the start date and the end date as well as the type of relationship by editing a line in this child form.

If the Individual is a Primary Contact for the Organization then the individual's name appears as a link in the Organization Profile. You can click on this link to go to that individual's Individual Profile page.

Note: Only one individual can be 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 any other individual will be cleared.

From the Organization Profile page, you can add a relationship to an Individual. Go to the Organization Profile > Relations Tab > Organizations child form. Add a relationship by clicking the Add button. This links the Individual's information to this Organization's record.

In the Organization Profile > Relations Tab > Individuals child form, Edit – Organization Affiliation page, you can edit an Individual's relationship to the Organization. You can set the relationship to primary, or you can set the Person as the primary contact for the Organization. You can also enter an end date for the relationship or even delete it. For detailed information about the Add – Organization Affiliationpage, see the Add – Organization Affiliation help topic. For information on editing relationships already in the Individuals child form, see the Individuals Child Form help topic.

Database

In the NetForum database, there is a table named co_individual_x_organization, which holds the record that links an Individual to an Organization. The prefix for this table is ixo. It contains both the customer keys for the Individual and the Organization. It also has a start date when the relationship is active and an end date for when it is inactive. These dates can be left null. The relationship record can also store what type of relationship it is. For example, the relationship type might be staff or employee.

The Individual and Organization records also link to the primary relationship for that customer; this is stored in the cst_ixo_key.