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Organization Profile Child Forms

Organization profile child forms allow you to view and, in some cases, add additional information related to the organization. Child forms are organized under tabs, and each tab contains several child forms related to the tab topic.

Click a tab to view child forms containing more information on memberships, relationships, purchases, subscriptions, activities, certifications, awards, notes, correspondence, merged information, or logged e-mails. Click the expand button next to the child form title to view its contents. Click the pop-out window icon to open the child form in a new window.

Membership tab child forms include:

• Membership:  Shows information on the organization membership status and type, as well as expired membership information.
• Dues Orders:  Shows dues for memberships that have been purchased by the organization.
• Membership Log:  Displays the history of and changes to the organization's membership status.
• Membership Flow down: Displays member types that benefit from services or features purchased by the organization that "flow down" to members.

Relations tab child forms include:

• Linked "Child" Organizations: Lists all child organizations to the organization being viewed.
• Linked Individuals: Lists all individuals who list the organization as "primary" organization on their individual profile.
• Relationships to Individuals: Individuals in this child form have a relationship to the organization. Such a relationship might be status as a CEO, board member, employee, or so on. Select individuals to add to this list by clicking theAdd button at the top of the child form. (For more information, see: Adding an Individual's Relationship to an Organization.)
• Relationships to Other Organizations: Organizations in this child form have a relationship to the organization being viewed. Such a relationship might be status as headquarters, branch, subsidiary, or so on. Select organizations to add to this list by clicking theAdd button at the top of the child form.
• Relationships from Other Organizations: These are parent organizations to the organization whose profile is being viewed. To add to this list, navigate to the parent organization's profile screen and add the desired organization to theRelationships to Other Organizationschild form.

Purchases tab child forms include:

• Merchandise Purchased: Lists merchandise purchased by the organization, as well as purchase information.
• Miscellaneous Items Purchased: Lists items categorized as miscellaneous that have been purchased by the organization.  (For more information on miscellaneous products, see: Setting up Miscellaneous Products.)
• Donations Purchased: Instances of donations and funds purchased by the organization are listed in this child form.
• Late Fees: Lists late fees for purchases that were not paid for by their due dates.

Subscriptions tab child forms include:

• Current Subscriptions:  All current subscriptions that the organization has purchased are listed in this child form.
• Purchased Subscriptions:  All non-current subscriptions that the organization has purchased, including canceled and expired subscriptions, are listed in this child form.
• Subscription Log:  The subscription log tracks details of subscription renewals, cancellations, and other changes.

Activities tab child forms include:

• Event Registration:  Events for which the organization has registered are listed in this child form.
• Exhibits:  If the organization has purchased an exhibit booth, exhibit information appears in this child form.
• Group Registrations:  If the organization has purchased a group registration to an event, a note will appear under this child form. (For more information on registering a group for an event, see Registering a Group Using the Event Registration Wizard.)

Certifications tab child forms include:

• Designations:  This child form lists any designations earned from participation in a certification program. Example of designations could include acronyms such as CPA or RN.
• Certification:  This child form lists all certifications that have been earned by the organization, including information on certification program, status, certification status, certification number, certification date, effective date and expiration date.
• Education Credits: These are education credits that the organization has earned from participation in certification programs. Add to this list by clicking the Add button at the top of the child form.

The Awards tab child form is:

• Awards:  The Awards child form lists award entry information, including award entry number, name, category, status, nominator, received date, average score, final score, fees paid, and whether or not the organization won the award.

Notes tab child forms include:

• Notes:  This child form lists notes added via theAdd Notesaction button on the organization profile.
• Documents: Lists documents of interest that have been uploaded to the organization profile. To save a document in this list to your hard drive, right-click the File Description link and click Save Link As. Upload new documents by clicking the Add button in the child form header.

Other tab child forms include:

• Products: Information on products offered by the organization is listed in this child form. Add products by clicking the Add button in the child form header.
• Activity Codes:  This child form allows you to select from a drop-down menu of activity codes. Select more activity codes by clicking the Add button in the child form header. (For more information on activity codes and adding activity codes, see Setting Up the Activity Code Drop-down List.)
• Historical Activity: The organization's historical activity can be recorded in this child form, including activity codes , description, cost, date, and reference information. Add to this child form by clicking the Add button in the child form header.
• Contact Request:  The Contact Request child form lists contact requests made by the organization. Record contact requests by clicking the Add button in the child form header.
• Department:  List organization departments under this child form by clicking the Add button in the child form header.
• Manual/Overpayment Credits: This child form lists all overpayment credits made to the organization, as well as manual credits that have been created using the Actions drop-down Add Manual Credit feature. Credits made via the cancellation process do not appear under this child form.

Correspondence child forms include:

• Communications:  The Communications child form lists all communications with the organization and lists date, an activity description, activity code, and method of communication.

Merged Info child forms are:

• Addresses
• Phone Numbers
• Fax Numbers
• E-mail Addresses

Child forms under the Merged Info tab display address and contact data that has been merged from a duplicate record. Data appears under the Merged Info tab child forms only if a duplicate organization record was merged with the original organization record using the Merge and Purge tool.

Log child forms include:

• Address Change Log: Changes to the organization addresses are logged here.
• Change Log:  This child form records changes to organization phone, fax, e-mail, relationship from individual to organization, and relationship from organization to individual.
• Primary Contact Change: Changes to the primary contact are recorded in the Primary Contact Change child form.