Grant Program Contact Child Form

 

 

Individuals Child Form

Modules>CRM>Find, Query, or Add Organization>Organization Profile>More Tab>Relations Tab>Individuals child form

Use the Individuals child form to list, report on, edit, and add Individuals the Organization has relationships with.

The relationships that an Organization shares with Individuals appear on the Relations tab. You can click the arrow next to the record in order to go to the Individual record . Relationship records display information such as the start date of the relationship and when it is scheduled to end. If Primary Contact is checked, the Individual is the primary contact for the Organization. If Primary Affiliation is checked, the Organization is the primary Organization for that Individual.

Individuals Child Form Information

The Individuals child form displays a list of Individuals related to the individual whose profile you are viewing. You see the following columns on the Individuals child form:

Column	Description
Name	Displays the name of the Individual the individual has a relationship with.
Member?	Displays whether the Individual is a member of the Organization.
Type	Displays the type of relationship the Organization has with the Individual.
Title	Displays the Individual's title within the Organization.
Start Date	Displays the start date of the Individual's relationship with the Organization.
End Date	Displays the end date of the individual's relationship with the Individual.
Primary Contact	Displays whether the Individual is the primary contact for the Organization.
Primary Affiliation	Displays whether this is the Individual's primary organization affiliation.

Individuals Database Information

The table co_individual_x_organization holds the record that links an Individual to an Organization. The prefix for this table is ixo and contains the customer keys for the Individual and the Organization. The table also holds start and end dates for the relationship. These dates can be left null. The relationship record can also store the type of relationship, e.g., staff or employee.The Individual and Organization record also links to the primary relationship for that customer, which is stored in the cst_ixo_key.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.