Aller directement à la fin des métadonnées
Aller au début des métadonnées
CiviCRM Documentation
Return to 3. Administer CiviCRM

Relationship Types

Section

Contents

Overview (below)

How Relationship Types work and are used   

Configure Relationship Types

Create new and edit existing Relationship Types    

Apply Relationships to Contacts

Applying pre-configured relationships

Relationship Types Overview

Relationships allow you to maintain information on the relationship shared by contacts. Examples include:

  • Information for Individual Contacts about siblings, spouses, parents, children, employers, etc.
  • Information for Organizational Contacts about employees, boards, affiliates, parent or child organizations, etc.
  • Information for Household Contacts about household members, head of household, etc.

Any two contacts can be assigned a Relationship Type once that relationship is configured.

Relationships require that BOTH contacts in a relationship be given a label to describe their role in that relationship. For instance with an employee-employer relationship there must be one contact who is the employee and another contact (often an Organization) that is the employer.

You can have one-to-many and many-to-one relationships, so organizations can have many employees or volunteers, teachers can have many students, parents can have many children.

Relationships can be assigned one at a time, meaning you must go to each child and indicate a relationship to a parent, but you can assign relationships in batches by applying an "action" to a set of search results.

Relationship Types must be CONFIGURED before they can be applied to contacts.

See: Configure Relationship Types and Apply Relationships to Contacts.

Étiquette
  • Aucun

Creative Commons License
Except where otherwise noted, content on this site is licensed under a Creative Commons Attribution-Share Alike 3.0 United States Licence.