Previous Topic

Next Topic

Relationship Detail window

Relationship detail window

Id

Use this field to enter the ID of the contact, or click the lookup icon to search for the contact's ID.

Contact Name

Use this field to enter the name of the contact when the ID is not in the contact database.

Relationship

Use this field to enter the relationship code for the contact, or click the lookup icon to select the relationship code from a list.

Reciprocal

If the relationship code you entered in the Relationship field has a reciprocal relationship with another type, the code for that reciprocal relationship type automatically displays in this field.

Status

Use this field to enter the status of the contact (Active, Marked for deletion, or Suspended), or click the lookup icon to select a value.

Group Code

Use this field to enter a code for the group type (ROLE or DONOR), or click the lookup icon to select a group type.

Note

Use this field to enter any notes you want to keep about the contact.

Date Added

This is a display-only field that shows when a relationship was added.

Last Updated

This is a display-only field that shows when a relationship was updated.

By

This is a display-only field that displays the ID of the person who entered the update to the relationship information.

See Also

Manage customers window - Relationships tab


ASI logo 10.6 Production Release. Updated 1/19/2006 11:50:47 AM
© Copyright by Advanced Solutions International, Inc. All rights reserved.