Individual Relationship

Modules>CRM>Find, Query, or Add Individual>Individual Profile

You can see the relationship an Individual has to another Individual by going to the Related Individuals child form. On the Related Individuals child form, you can see the name of the related individual, whether this individual is Head of Household, type of Relationship, and the date range (Start Date and End Date). You can also click the go to arrow to go to the Individual Profile for the listed individual.

On the Related Individuals child form, you can add a relationship between the individual and another individual. You can set the type of relationship and apply the date range.

For detailed information about the Add – Relationships page, see the Add – Relationships help topic. For information on editing relationships already in the Related Individuals child form, see the Related Individuals Child Form help topic.

Database

In the NetForum database, the table co_customer_x_customer holds the relationship between two customer records. The prefix for this table is cxc. It contains the cst keys for the parent of the relationship and the child of the relationship. It contains information about what the relationship is and the dates for when the relationship is valid.

The mb_membership_proxy table uses this table for linking a customer to another customer for membership flow down.