Relations Tab

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

If the individual has a relationship with any other individual or organization in the database, it is recorded under the Relations child form tab.

Child forms under this tab include:

Organizations. Organizations related to the individual are listed under this child form. The Primary column indicates whether the listed organizations is set as primary for the individual—this setting can be changed by editing the individual profile. Relationships to organizations can be added from the child form by clicking the add icon.

Local Member Relations

Current Year End Dated Local Member Relations

Related Individuals. Relationships to other individuals are listed in this child form. Relationships listed here can include child/parent or spouse relationships, for example. Relationships to individuals can be added from the child form by clicking the add icon.