Customer Relationship Setup – Web Client Help Center

Using this screen, you can add, delete, or modify customer relationship types and codes. Relationship types and codes are set up separately from the Dropdown Setup. The types and codes entered display as drop-down values for Relationship fields in the Customer, Committee, and Subgroup Demographics screens.

You must have access to the Settings.ApplicationSettings security application to access this page.

This screen provides the functionality for a single relationship to be associated with multiple entities. For example, an individual can have an employment relationship and a personal relationship with another customer.

Committee and Employment are the only system-level types.

To define the customer relationship types and codes:

From the ThreeSixty left navigation menu, select Settings > Application Settings > Customer Relationship Setup.
The Customer Relationship Setup screen displays, as shown below.
To add a relationship type, perform the following:
Select the +New Relationship Type hyperlink.
Enter the Main Relationship type.
Enter the Description.
Enter the Display Order of the relationship type.
Enter the Record Type this relationship type is for.
Select the appropriate toggles.
For more information on these toggles, please see the table below.
Select the Save and Add Codes button to move to the relationship codes section.
To add a relationship code, perform the following:
Enter the Sub-Relationship.
Enter the Description.
Enter the Reciprocal Relationship.
Enter the Reciprocal Description.
Enter the Display Order of the relationship code.
Select the appropriate toggles.
For more information on these toggles, please see the table below.
For each Relationship Code you create, you must also create an inverse of that code in order to ensure the relationship functionality connects the records. For example, if you create a "PARENT" Relationship Code with "CHILD" as its Reciprocal Relationship Code, you must also create a new "CHILD" Relationship Code with "PARENT" as its Reciprocal Relationship Code.
Click Save.

Screen Element	Description
Relationship Type
Main Relationship	Text box. The name of the relationship type. If there is a relationship code associated with the type, this would be the parent relationship. For example, Chapter, Contact, Emergency, or Employment.
Description	Text box. The description of the relationship type.
Display Order	Text box. The order in which the relationship type displays in the Relationship drop-down on the Demographics screen.
Record Type	Text box. The types of records for which this relationship type will display. For example, I (Individual), C (Company), S (Subgroup), or T (Committee). Enter I, C, S, and/or T in this field only. Do not separate by commas or spaces. The system recognizes the code and only displays the relationship type for the corresponding Demographics screen.
Active	Toggle. When checked, indicates the relationship type is active. If the relationship type is active, it will display as an option for the Record Type entered.
Employment	Toggle. When checked, indicates membership benefits exist from the parent organization (employer) to individuals (employees) using the supporting Rate Structure setup. This checkbox is automatically selected for relationship types of “Employment.”
Application Level	Toggle. When checked, indicates the relationship type was included with base and was not created by the customer.
Hierarchical	Toggle. When checked, the records with both Parent and Subsidiary relationships will display Relationship drop-downs. This allows the relationships set up with hierarchies to display appropriately.
Include in Fundraising Sphere of Influence	Toggle. When checked, this relationship will be included in the constituent's sphere of influence.
Relationship Code
Sub-Relationship	Text box. The name of the relationship code within the relationship type.
Reciprocal Relationship	Text box. This is the child relationship to the relationship type. The value entered here will display in the Reciprocal drop-down on the Demographics screen.
Display Order	Text box. The order in which the relationship code displays in the Relationship drop-down on the Demographics screen.
Active	Toggle. When checked, indicates the relationship code is active.
Relationship Code is Parent	Toggle. When checked, the relationship code is considered the parent code within a set of relationship/reciprocal codes that are used to generate a hierarchical relationship tree. This value will be copied to the relationship records from the CUS_Relationship_Code setup records. You can only define one parent for the customer tree view.
Include in Hierarchical Tree	Toggle. When checked, indicates the relationship type will be displayed in the hierarchical relationship tree screen.