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