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:

  1. Navigate to the CRM Module, Overview page.
  2. Click the Customer Setup link to navigate to the Customer Setup page.
  3. Click the Relationship tab, if it is not already selected.
  4. In the relationship type child form, click the Add button.
  5. The Add - Relationship Type window will display.
  6. Enter a relationship in the relationship text box.
  1. Select a relationship category from the category drop-down list.
  2. 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.

  1. Select the membership flow down? check box (Optional-see Note).
  2. Click the local relationship check box if this relationship type is to be used for collective dues processing.
  3. 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

  1. The relationship can be personal and Individual/Individual: Spouse
  2. The relationship can be professional and Individual/Organization: Past President who has a Corporate Role.

    3. 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.


  3. The relationship can be a role and Individual/Individual: Grant Sponsor who serves as the Grants Contact person.

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:

  1. Go to the Customer Setup page.
  2. Click the Relationship tab, if it is not already selected.
  3. On the related associations child form, click the Add button.
  4. The Add - Related Association window will display.
  5. In the Add - Related Association window, enter the related association.
  6. Click Save.