Admin users can set up and maintain new relationship types.
📌 Note: In order to be able to create a new relationship type, the user will need to have the Contact Admin access added to their user account.
Use relationship types
Once relationship types are set up this will then allow all users with accounts to use these new relationship types to either link:
Individual to Individual.
Individual to Organisation.
Individual to Household.
Household to Individual.
Household to Organisation.
Organisation to Household.
Organisation to Individual.
Organisation to Organisation.
Create a new relationship type
To create a new Relationship Type:
Click CRM, then Contact Admin.
Select Relationship Types.
From the toolbar, click New.
Select the Details tab.
In the Relationship field, type the name of the relationship role required.
For example: Mother.
Enter the value of the Reverse for that relationship.
For example: Son.
If the relationship is required to be available from the Key Relationship sublist on the Contact form, select the Key Relationship check box.
If the relationship is gender specific (as in the Mother/Son example), use the Gender drop-down and select the appropriate gender (e.g. Female).
Use the Reverse Gender drop-down and select appropriate gender (e.g. Male).
If there is no gender associated, (e.g. organisation) these two fields can be left empty.
Below the relationship, select the check box which best represents the relationship.
In the Relations is used for: area, select the check boxes to indicate where the relationship type should appear.
If the relationship that has been created is a Committee relationship, a numerical value can be entered to indicate the priority level for that Committee. Committee relationships will appear on the Contact form in order of priority.
When completed, click Save to store the details.