This screen brings together all the relationship capabilities of the system into a single display. From here, you can establish a relationship and update the sub-account contact information.
To add a new relationship:
1. From the Relationships task category in Customer Central click View All Relationships or from the Background Information task category in CRM360, click Relationships.
2. If
necessary, search for existing relationships using the filters.
The Current checkbox filters for
relationship records with no End Date specified.
3. Click Add.
4. Select
the Relationship Type from the drop-down menu.
Depending on the type selected, more information may need to be entered.
If you select “Contact”, fill out the fields in the Contact Information
section. If you select “Employment”, fill out the fields in the Employment
section.
When
adding a new contact or employment relationship, only one relationship
can be designated as primary. When adding a new relationship, if a primary
contact or primary employer relationship already exists you will be prompted
to choose whether to make this contact the primary contact and end the
previous relationship OR make this contact the primary relationship but
do not end the previous contact relationship.
5. Select
the Relationship from the drop-down menu.
This is the relationship code associated with the Relationship Type.
6. If necessary, enter any Comments.
7. Select the customer record for whom the customer is related to by completing one of the following:
· To search for an existing Personify customer as the related customer, click the Related Customer link and search for the appropriate related customer. The Name (Last, First) field is automatically populated.
· To enter a customer not within Personify (such as a CEO’s assistant who does not do business with the association), then enter the related customer’s name in the text box. If you choose to manually enter a customer and this is the current, primary employment relationship, this employer will NOT display in the header in CRM360.
8. Select
the Reciprocal relationship from the drop-down menu.
This is the relationship the related customer has with the customer you
are working with.
9. Select the Begin Date of the relationship from the drop-down menu.
Only
one relationship of the same Relationship Type, Relationship, Reciprocal,
and Begin Date can exist per customer.
10. If necessary, select the End Date of the relationship from the drop-down menu.
11. Click Save.
12. If necessary, click the Generate Hierarchical Tree View link to open the Hierarchical Tree screen for the company or customer. Depending on the Relationship Type selected, this button will become enabled.