Adding an Individual's Relationship to an Organization
The Relationships to Organization child form in netFORUM indicates how an individual is involved with an organization.
The individual may be listed as an employee, board member, or volunteer, for example. Certain relationship types may be able to manage the organization online. For example, a President may be able to specify employees of the organization.
-
Navigate to the Individual Profile.
-
Click the Relations child form tab and expand the Relationships to Organizations child form.
-
Click the Add
icon. The Add
Individual to Organization Relationship Information form will
appear. -
Select the Related Organization using the Look-Up
button. -
Select the Relationship Type. Various relationship types can be added in CRM Setup on the Relationships tab.
-
Enter a Title, if applicable.
-
Enter Start Date and End Date to indicate the span of the individual's relationship to the organization, if desired, and click Save.
The new relationship displays on the Individual Profile, under the Relations child from tab, in the Relationships to Organizations child form.
The relationship also appears on the Organization Profile, under the Relations tab, in the Relationships to Individuals child form.
