You must select a Relationship Type, Relationship, and Reciprocal in order for a relationship record to be created between the two constituents.From the Shared Customer Address screen, you can add a constituent to be linked to another constituent. For example, for a company record, you can add an employee constituent and link that constituent to the company's address record. Therefore, if the company's address is updated, the address will also be updated on the constituent's record.
You must select a Relationship Type, Relationship, and Reciprocal in order for a relationship record to be created between the two constituents.
To add an employee or family member:
1. From the Relationships task category in CRM360, click Add a Family Member (for a constituent) or Add an Employee (for a company).
2. If necessary, check the Create as Sub-Customers checkbox.
If you check this checkbox, the new constituent will be created with the same MASTER_CUSTOMER_ID as the original selected constituent, but with a different SUB_CUSTOMER_ID. For example, if the original constituent's MASTER_CUSTOMER_ID = '000000023507', the new constituent added from this screen will be created with a MASTER_CUSTOMER_ID of '000000023507' and a SUB_CUSTOMER_ID of '1'.
For more information on Sub Customer ID vs. Relationships, please see the following video: https://www.youtube.com/watch?v=iap-mbaGd3g
3. If necessary, select the constituent's Prefix. For example, Miss, Mrs., Mr., and etc. The values in this drop-down menu are populated based on the non-fixed code NAME_PREFIX system type for the CUS subsystem.
4. Enter the constituent's First name, if necessary.
5. Enter the constituent's Middle name, if necessary.
6. Enter the constituent's Last name. For company records, this would be the company's name.
7. Select the constituent's Suffix, if necessary. For example, II, III, JR, and etc. The values in this drop-down menu are populated based on the non-fixed code NAME_SUFFIX system type for the CUS subsystem.
8. Click the Credentials link to open the Credentials Chooser. From this screen, search for and select any credentials that apply to the new customer. For example, CPA, MD, PhD, and etc. The values on this screen are populated based on the non-fixed CREDENTIALS system type for the CUS subsystem.
9. Enter the constituent's Nickname, if necessary.
10. Enter the constituent's Job Title, if necessary.
The job title entered here will automatically be populated in the Primary Job Title field on the Demographics screen in CRM360 and in the Job Title field on the Add Additional Customer Address screen for the address defined here and for all new addresses.
11. Select the Constituent Class.
The values in this drop-down menu are populated based on the non-fixed CUSTOMER_CLASS system type for the CUS subsystem.
12. Select the Relationship Type from the drop-down.
Values are populated based on the relationship types defined on the Relationships Maintenance screen.
13. Select the Relationship from the drop-down.
14. The Reciprocal drop-down is automatically populated based on the selected relationship.
15. If necessary, select the Location, Country Code, enter the Number, and check the Include in Directory Print and/or Include in Directory Mobile checkboxes for the following communication methods:
· Phone
· Mobile
· Fax
16. Click Add.
17. Repeat the steps above to add additional customers. As of 7.5.2, click Edit to edit the details of the selected customer.
18. Click Save.
19. Click Close.