Managing Relationships

A new relationship tool is now available for your People profiles! A clear and simple interface allows you to establish, update, or delete relationships in order to create a more complete picture of how your people interrelate.  

In addition, you can more easily find/view a specific profile (by full name) on the Transactions page, and then view the giving history of any profiles related to that person. New navigational functionality also allows you to toggle between profile and transaction detail pages, or to change from whose perspective you are viewing either profile or transactional data.

Getting Started

Go to the Profiles > People page.

From the People page, choose the person for whom you wish to view/add relationship information. Click on the edit (pencil) icon to open their Profile Info details.

There is a new section on the right-hand side that will display any existing relationships, or will show an empty state if none yet exist.

If there aren't any relationships associated with a profile, you'll see the following:

Adding 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, Student.

The new relationship will be added to the list in the relationships container.

Editing a Relationship

Select the pencil icon on any relationship row.

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 will change what corresponding types will be displayed/editable for the second input.

Deleting a Relationship

Select the trashcan icon on any relationship row.

This window will appear to allow the removal of the relationship, which will no longer be visible in the list.

Navigating Between Profiles

Clicking on a person's name button in the relationships section will change the page to be from that profile's perspective and show their details. This will function as a toggle and allow the perspective to be changed back and forth between the original profile and any related profiles. 

The '$ View Giving' button below the person's name in the detail view will redirect the user to the Transactions page with their name as the primary filter and their giving history displayed.