Search results for "what does relationship category mean"
AI answer
Generated from published articles20 results for “what does relationship category mean”
What is the difference between Relationship Type and Relationship Category?…Board Member You can customize the relationships types to include any combinations that are effective for your organization. Relationship Ca…CRM – Relationships · 1 min readCan I add, edit or delete a relationship type or category?When adding or editing a relationship, you can access the choices for the relationship type or category by clicking on <New/Edit> from…CRM – Relationships · 2 min readCan I change the order that the relationship types or categories appear in the dropdown box?Yes. In the Relationship Type or Relationship Category field, click on the arrow inside the drop down box and click on <New/Edit> . Re…CRM – Relationships · 1 min readWhat does primary & secondary relationship mean?The primary & secondary relationships are the people at your organization who typically handle contact and communications with the constitue…Constituent Profiles · 1 min readHow do I create a new relationship?…ion needs. - The next field is the Relationship Category . This is a more high level grouping of relationships. For example, family, work, b…CRM – Relationships · 3 min readCan member's category and committee subscriptions be shown on the directory?…le for filtering. When editing the category or committee values within any constituent's record you will be able to set a public or private…Membership Directory, Profiles & Emblems · 2 min readHow can I create or edit my email list categories?…lock icon indicates the email list category is publicly viewable and a red closed lock means that the list is private and not viewable to th…Email Marketing Contacts - Email List Management · 2 min readRelationships OverviewConstituent relationships allow you to link constituent records together so that you can see different types of connections like work, famil…CRM – Relationships · 2 min readCreating Relationships between CRM Constituents and Youth Members…onstituent and a Youth Member. The Relationship can be created or edited either on the Relationships tab within the Constituent’s record or…Youth Members · 1 min readWhere do I see relationships between constituents?…an also see all of a constituent's relationship records from their profile using the Relationships tab. Reldv.png…CRM – Relationships · 1 min readDo I have to create a relationship between an employee & employer?…cally create the employee/employer relationship when you add a Company to a contact’s profile screen. If you prefer, you can create this rel…CRM – Relationships · 1 min readHow do I go to the related constituent’s profile from the relationship screen?The Last Name field on the relationship grid is a hyperlink as is the related constituent's name on the relationship window. When you click…CRM – Relationships · 1 min readEditing Existing Household Relationships…need to edit an existing household relationship you can click on the row of the desired relationship on the grid. A blue “View/Edit” button…Household Records · 1 min readRemoving a Household Relationship…u need to fully remove a Household relationship you can find the desired row on the grid and click the trashcan icon on that row on the far…Household Records · 1 min readWhat does a Current Status of "Pending" mean for a membership?…has a Current Status of "Pending" means that the membership was purchased as "pay later" and the entire balance is still owed. Pending memb…Membership Grid and Purchases · 1 min readSponsorship Management Features to Help Build Long Term RelationshipsSponsorships are a great way to partner with industry leaders and businesses. The benefits are far more than financial, they also include ex…Helpful Articles · 3 min readWhat are categories on the Profile page?A constituent category is a way to group together constituents who have similar attributes. Categories can be used to quickly identify these…Constituent Profiles · 1 min readCan I add, edit or delete Constituent Categories?…Click on +Add New to create a new category - Use the edit icon on the right side of a category to edit the name or change the privacy setti…Constituent Profiles · 2 min readWhat is a constituent category?A constituent category is a way to group together constituents who have similar attributes. Categories can be used to quickly identify these…Constituents Grid · 2 min readHow do I see everyone that has a certain category?You can filter your grid view for specific categories using the Quick Queries menu on the left side bar. Select the categories desired and c…Constituents Grid · 1 min read