Relationship Setup
The following are the procedures for setting up the drop-down lists in the Relationship tab.
Overview
- Relationship Type
- The relationship, connection to, or role individuals, organizations, or programs have with each other.
Examples Include:
- Individual Relationships
- These include job title, staff position, administrator, assistant, employer, advertising contact person, board member, supervisor etc. They can also include personal or family relationships such as spouse, parent, or child.
- Relationship Categories
- Categories help define a relationship or role e.g., Individual, Organization, Corporate Role, Chapter Role, Sponsor Role, Award Entry, etc.
- Relationship Types
- Types describe the relationship between two entities e.g. Individual/Organization, Individual/Individual, Individual/Chapter, Organization/Organization, Sponsor/Contact, or Exhibitor/Contact, etc.
Note: There are numerous relationship combinations when you use the Categories and Relationship Type drop-down lists. These are hard coded and can not be changed.
Adding Records
Relationship Types
To Set Up a Relationship Type:
- Navigate to the CRM Module, Overview page.
- Click the Customer Setup link to navigate to the Customer Setup page.
- Click the Relationship tab, if it is not already selected.
- In the relationship type child form, click the Add button.
- The Add - Relationship Type window will display.
- Enter a relationship in the relationship text box.
- Select a relationship category from the category drop-down list.
- Select the type of relationship from the relationship type drop-down list.
If the Individual/Organization or the Organization/Organization options are selected in the
relationship type
drop-down field, the
limit
field will appear. The limit will restrict the number of times that relationship can be used between a single parent organization and related organizations, or a single organization and related individuals.
Note: Note that the ability to limit Organization/Organization relationships was added in 2013.01.
- Select the membership flow down? check box (Optional-see Note).
- Click the local relationship check box if this relationship type is to be used for collective dues processing.
- Click Save.
Note: The membership flow down? check box is used in conjunction with the Member Type flag (check box) in the Membership module. These are used to determine if a customer and/or member receives flow down benefits from the related customer e.g. If Avectra has a relationship with another company, the employees of Avectra would get benefits if Avectra and all the individual employees have BOTH check boxes selected.
Following are more Relationship Type examples
- The relationship can be personal and Individual/Individual: Spouse
- The relationship can be professional and Individual/Organization: Past President who has a Corporate Role.
- The relationship can be a role and Individual/Individual: Grant Sponsor who serves as the Grants Contact person.
Note: For a relationship type to have Organization Info (eWeb) access, check the organization area access flag? checkbox.
For a relationship type to have Organization Info (eWeb) edit rights, check the organization area access edit flag? checkbox.
Related Associations
- Related Associations
- Customers that share an affiliation or connection.
Example of a Related Association: a parent company and subsidiary company are related associations.
To Set Up a Related Association:
- Go to the Customer Setup page.
- Click the Relationship tab, if it is not already selected.
- On the related associations child form, click the Add button.
- The Add - Related Association window will display.
- In the Add - Related Association window, enter the related association.
- Click Save.