The Relationship Pairs tab allows Affiliate Admins to define relationships that are acceptable to your organization. To access this tab, go to the Constituents functional area, and then click on Relationship settings in Configuration. Click on the Relationship Pairs tab.
The table has been loaded with relationship pairs from the Common Model database. Edit and Delete options are available via the chevron…
Or click on Add to add a new pair.
- Relationship type Select from the drop-down list.
- Reciprocal type Select from the drop-down list.
- Category Select from the drop-down list. Relationship category codes can be accessed by the Code tables list; affiliate admins can create new entries directly in this window.
- Description This is purely informational, to use as you wish.
Good to Know!
- At this time, users are permitted to enter relationships that do not appear in this list of valid relationships; this list is only used to determine which relationships appear on the Constituent Data Integrity Workspace Relationship tab.
How Do I?