CRM – Relationships
Relationships OverviewConstituent relationships allow you to link constituent records together so that you can see different types of connections like work, family, or groups. There is no limit to the number of relationships a constituent can have and the types of relationships are editable. This all…2 min readHow do I create a new relationship?From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, click on the +New button at the top of the grid and select Relationship to open a new relationship entry window. You can also add a new relationship from within a constituent'…3 min readWhere do I see relationships between constituents?You can see all relationships for all constituents on in the CRM module's Relationships grid. You can use the search or filter feature to search for a particular constituent. You can also see all of a constituent's relationship records from their profile using the Relationships…1 min readWhat if the related constituent doesn’t exist yet?Once you are on the new relationship screen, you can add a constituent to AssociationSphere by clicking on the Add Constituent icon button that is next to the Select Constituent dropdown box. Enter the information for the new constituent and click Save to create the new record.…1 min readDo I have to create a relationship between an employee & employer?It is not required, but adds to the details available about your constituents and their network. The software will automatically create the employee/employer relationship when you add a Company to a contact’s profile screen. If you prefer, you can create this relationship from t…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 on that hyperlink, you will be taken to that constituent’s profile page.1 min readWhat is the difference between Relationship Type and Relationship Category?Relationship Type is the specific relationship that is between the two constituents. Examples include: Employer - Employee Husband - Wife Parent - Child Church - Parishioner Financial Advisor - Client Mentor - Mentee School - Alumni Community Organization - Board Member You can…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 the dropdown menu. You can also access the Relationship Types or Relationship Categories from the Manage Picklist feature in your organiza…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>. A new window will open. Find the value that you want to re-order and hover over the three vertical lines to the left of the value. Drag the va…1 min read