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 like to edit and make the changes necessary. Make sure to click on the save icon to the right when you are done. Once you cl…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 constituent, click on the New button at the top of the grid and select Relationship. Select the related constituent and their relation…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 Constituent dropdown box. Enter the information for the new constituent and click Save. This constituent will then appear in the d…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 create this relationship from the relationship screen and AssociationSphere will fill in the company on the contact’s profi…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.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.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 save icon to the right of the field. Close out of the popup window and the new value will be added to the drop-down choices.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 rows that is to the left of the value. Drag the value to the new location in the dropdown and drop it in the new location. You…What does relationship category mean?Relationship category allows you to analyze the relationships in broad categories such as family, business or personal relationships.Can I add a new relationship category?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 category you want to add and click on the save icon to the right of the field. Close out of the popup window and the new value will be added to the drop-down c…Can I edit or delete a relationship category?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 like to edit and make the changes necessary. Make sure to click on the save icon to the right when you are done. Once you cl…Can I change the order that the relationship categories 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 rows that is to the left of the value. Drag the value to the new location in the dropdown and drop it in the new location. You…