CRM- Relationships

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...
Tue, 23 Mar, 2021 at 12:02 PM
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...
Tue, 23 Mar, 2021 at 12:04 PM
What 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 “+” button that is next to the Select Const...
Tue, 23 Mar, 2021 at 12:05 PM
Do I have to create a relationship between an employee & employer?
AssociationSphere will automatically create the employee/employer relationship when you add a company to a contact’s profile screen. If you prefer, you can ...
Thu, 25 Mar, 2021 at 9:27 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 scre...
Tue, 23 Mar, 2021 at 12:15 PM
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....
Tue, 23 Mar, 2021 at 12:16 PM
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 s...
Tue, 23 Mar, 2021 at 12:19 PM
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...
Tue, 23 Mar, 2021 at 12:21 PM
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...
Tue, 23 Mar, 2021 at 12:29 PM
What does relationship category mean?
Relationship category allows you to analyze the relationships in broad categories such as family, business or personal relationships.
Tue, 23 Mar, 2021 at 12:30 PM