001-12 Person to Person Relationships
Things have changed
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In many member based organisations, understanding how people are connected to one another is just as important as knowing their roles in organisations.
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For example, a member may be the parent of another contact or share a spousal relationship. This context helps staff better manage family memberships, joint applications, or linked communications set up.
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So to set up person to person relationships, head to the Contact and Roles tab on a profile.
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Select the Add Relationship button. Here you'll have the option to link either a person or organisation relationship. So I'll go ahead and start typing.
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First, search for the person you are looking to connect to this profile. Then select the relationship type. In this instance, let's say it is a parent. Click Add Relationship. And there you have it. You'll now see a new relationship card appear in the Contact and Roles tab.
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A nice way to visually display the connection, and even better, these person to person relationships are also searchable in the list builder. So you can build list based off these connections.
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So what are you waiting for? We look forward to seeing your person to person relationships in SwiftFox.
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