CRM – Relationships

Where do I see relationships between constituents?
To see a constituent’s relationships, select the constituent from the grid and then click on the Relationships sub-menu that appears on the right above the ...
Thu, Jan 28, 2016 at 8:55 AM
How do I create a new relationship?
There are multiple ways to create a new relationship.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constitue...
Thu, Jan 28, 2016 at 8:55 AM
What if the related constituent doesn’t exist yet?
Once you are on the new relationship screen, you can add a constituent to DonorView by clicking on the “+” button that is next to the Select Constituent dro...
Thu, Jan 28, 2016 at 8:55 AM
Do I have to create a relationship between an employee & employer?
DonorView will automatically create the employee/employer relationship when you add a company to a contact’s profile screen. If you prefer, you can create t...
Thu, Jan 28, 2016 at 8:55 AM
How do I go to the related constituent’s profile from the relationship screen?
The Last Name/Company Name on the relationship grid is a hyperlink. When you click on that hyperlink, you will be taken to that constituent’s profile screen...
Thu, Jan 28, 2016 at 8:56 AM
What does relationship type mean?
Relationship type is the relationship that is between the two constituents. Examples are husband, wife, brother, sister, neighbors, employee and employer.
Thu, Jan 28, 2016 at 8:56 AM
Can I add a new relationship type?
Yes, you can click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new relationship you want to add and click on the sav...
Thu, Jan 28, 2016 at 8:56 AM
Can I edit or delete a relationship type?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   To edit a value, click on the edit Icon to the right of the value you’d...
Thu, Jan 28, 2016 at 8:56 AM
Can I change the order that the relationship types appear in the dropdown box?
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”.   Find the value that you want to re-order and click on the icon with 3 r...
Thu, Jan 28, 2016 at 8:56 AM
What does relationship category mean?
Relationship category allows you to analyze the relationships in broad categories such as family, business or personal relationships.
Thu, Jan 28, 2016 at 8:57 AM