Adding new relationship types

You must be a System Administrator or an Info Manager to add new relationship types.

You can set up relationship types to reflect many-to-many reciprocal relationships between primary entities. Users can then define the relationships using the Relationships tab displayed on all primary entities.

  1. Click <My Profile> | Administration | Data Management | Manage Relationship Types.
  2. Click New.
  3. Complete the Relationship definition fields.
    • Select the Parent/Child relationship type for relationships where there is an obvious hierarchy or a concept of "ownership" involved.
    • Select the Sibling relationship type where the relationship is of an "influencing" or "affecting" nature.
    • Be consistent with the naming conventions of your relationship types. It is recommended that "doing words" (verbs) using the same tense form the basis of the Relationship Name. This format helps the End User "read" the Relationship screen from the current context at the top downwards: [noun] + [verb] + [noun].
    • For example, to track the influence of Company Directors on your customer base, you could create a Parent/Child Relationship Type. The Parent Entity is the Person, who Directs (Relationship Name on Parent) the Company (Child Entity). The Company is Directed By (Relationship Name on Child) the Person.
  4. Click Save.