Managing a Customer's Primary Family Contact

If you are on Personify version 7.4.1 or later, please see Adding a Constituent's Primary Family Contact in CRM360®.

As of 7.4.0SP1, organizations that deal with families are now able to designate one person in the family as the primary contact for the family. Your organization may refer to that person sometimes as “primary family member”, “head of household”, “family billing contact”, etc. 

Personify currently has a FAMILY relationship type. Rather than forcing you to use a specific term to identify the family’s head of household, you are now able to flag FAMILY relationship code(s) that qualify as a primary family contact. For example, SPOUSE and PARENT are examples of family relationship codes that would qualify to be designated as primary family member. Each family member can only have one primary family contact.

In order to refer to the primary family contact using terminology already used by your organization, a new CUS application parameter will be created called “PRIMARY_FAMILY_CONTACT_DESIGNATION”.  The Parameter Value entered will be displayed on the link at the bottom of the Relationships screen to open the Family Relationships screen. On the Family Relationships screen, field titles and column headings will change to display this text. For the purposes of this documentation, we will refer to this designation as "primary family contact".

To manage family relationships:

1.    On the Customer Central screen, from the Relationships task menu, select View All Relationships.
The Relationships screen displays, as shown below.

2.    Ensure that the proper family relationships have been defined.

3.    Click the Manage [Primary Family Contact] link.
The Primary Family Contact screen displays, as shown below.

The Family Relationships grid at the top of the screen lists all "Family" relationships for the customer you are viewing. Initially, the [Primary Family Contact] link will say "None Assigned". After the [Primary Family Contact] is selected in the Manage [Primary Family Contact] section, their name will display in this link.

The Assign [Primary Family Contact] drop-down will initially display "None Selected". Select the drop-down to view the family members displayed in the grid at the top of the screen. Depending on the customer you select from this drop-down the appropriate family member related to that customer will display in the Family Members grid below.

4.    If necessary, uncheck the Current checkbox to view family relationships that have ended.

5.    To assign the customer you are viewing as his/her own [Primary Family Contact], perform the following steps. For example, if you are viewing John Smith's record and you want to assign John Smith as the [primary family contact] of himself.

a.    Select the customer you are viewing from the Assign [customer] a [Primary Family Contact] drop-down.

b.    Click Assign.

c.    Click Save.
The [Primary Family Contact] link changes to the name of the customer you are viewing. Additionally, the [Primary Family Contact] link in the Essential Information section on the Customer Details tab changes to the name of the customer you are viewing

6.    To assign the customer you are viewing as the [Primary Family Contact] for one of his/her family members, perform the following steps. For example, if you are viewing John Smith's record and you want to assign him as the [primary family contact] for his wife, father, and son.

a.    Select the customer you are viewing from the Assign [customer] a [Primary Family Contact] drop-down.
His/her family members display in the grid below.

b.    Select the appropriate family member(s) and click the right arrow (>) to add the selected family member to the Family Assign to [customer] grid to the right.

c.    Click Save.

d.    Select the family member from the Family Relationships grid and click View Related Family Member to open that customer in Customer Central.
Notice that the [Primary Family Contact] link in the Essential Information section on the Customer Details tab changes to the name of the customer in which you assign as the [primary family contact].

7.    To assign a [Primary Family Contact] to the customer in which you are viewing, perform the following steps. For example, if you are viewing Cynthia Smith and you want to assign her husband, John Smith, as her [primary family contact].

a.    Select the customer you are assigning as the [primary family contact] from the Assign [customer] a [Primary Family Contact] drop-down.

b.    Click Assign.

c.    Click Save.

d.    Select the family member from the Family Relationships grid and click View Related Family Member to open that customer in Customer Central.
Notice that the [Primary Family Contact] link in the Essential Information section on the Customer Details tab changes to the name of the customer in which you assign as the [primary family contact].