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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.
| Info |
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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.
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