DefaultRelationshipType

Initial Build	2006.01 or earlier
Module	CRM
Current Setting Type	Drop Down List

Modules > Admin > System Options > Find System Option

This option allows you to select a default relationship type when an Individual-Organization Relationship is added between an Individual and Organization, typically on the Add - Individual page. This value must correspond to valid data in the co_relationship_type table. The default for this option is Staff.

Current Setting

The current setting for DefaultRelationshipType is used as follows:

Values: This system option can be set to the following option:

• Staff—Mailers+4 from Melissa Data verifies and standardizes addresses, adds ZIP+4, eliminates duplicate records, postal presorts, and prints labels with POSTNET barcodes. It is CASS, PAVE and POSTNET certified by the USPS.

Default Value: Staff

Fields 

This system option includes the following fields:

Description: This field gives the description of the system option, including its use and default value.

Important! Do not modify the following fields after the system option is first created. Changing these fields after they have been used can invalidate existing data.

Category: This field sets the category (usually the module) where the system option is used.

Type: The Type field determines the display type of the Current setting field (check box, drop-down list, or text box).

Values: The values field indicates the allowed values for the Current setting field.

Availability

Each system option includes the following availability settings:

Entity Level Option?: Select this check box to make this system option available on an entity level.

Visible To External Systems?: Select this check box to make this system option available in xWeb.