The Relationships tool is a clear and simple interface that allows you to establish, update, or delete relationships to create a complete picture of how your people interrelate.
Additionally, you can easily navigate between related profiles and view giving history of any related profiles.
Access a Profile's Relationships
Go to the Profiles > People page in your portal.
From the People page, choose the person for whom you wish to view/add relationship information. Click on the actions menu to the right and select View/Edit Profile to open their profile details page.
Click the Connections button to view the Connections tab. There is a section on the Connections tab that will show any existing relationships, or show an empty state if none yet exist
If there aren't any relationships associated with a profile, you'll see the following:
Add a Relationship
Click the + Add Relationship button to open the following window:
In the search box, begin typing part of a person's name, and up to 50 matching results will be displayed from which to choose.
Next, select a relation type for the person from the list of options.
A second row will appear to allow for the selection of the reciprocal relation type, which will be a conditional list based on the type chosen in the first row. For example, if Father is chosen as the first type, then the second Select relation dropdown would display only these 4 types: Child, Daughter, Son, and Student.
The new relationship will be added to the list in the relationships container.
Edit a Relationship
To edit a relationship, click the actions menu to the right of the relationship and choose the Edit Relationship option.
The edit window will open and allow the relation type(s) between the two profiles to be revised. If a new type is chosen in the first input, then the conditional logic of the second input will change to corresponding types.
Delete a Relationship
To delete a relationship, click the actions menu to the right of the relationship and choose the Delete Relationship option.
This window will appear to allow the removal of the relationship, which will no longer be visible in the list.
Navigate Between Profiles
To navigate between profiles, click on a person's name button in the relationships section. This will take you to the new person's profile details page.
The $ View Giving button to the top right of the page will redirect you to the Transactions page with the profile as the primary filter and their giving history displayed.
Check out our short video below that covers managing relationships!
If you have any questions or need help, send us a note at email@example.com!