Relationships (Work With Relationships Window)

The Relationships root is a result of expanding Related IDs on the Work With Relationships window. When Relationships is expanded, displayed are the names and ID Numbers that have been defined in the Relationships window for the ID Number indicated. These ID Numbers/Names are sorted by Relationship Code and then by the value in the Beginning Date of Relationship column.

The format of this listing is relationship code, ID Number, name (example).

 

·       If you select the "Relationships" label and right-click, the following option is available:

Right-Click Option

Window Opened

View Relationships

Relationships (CM)

 

·       If you select an ID Number in Relationships and right-click, the following options are available:

Right-Click Option

Window Opened

Biograph Information

Biographical Data

Donor Inquiry

Donor Giving Summary Information

Constituency Codes

Maintain Donor Constituency Codes

Giving Clubs

Maintain Donor Giving Clubs

Matching Gift Policies

Maintain Matching Gift Policies

Attributes

Attributes

Relationships

Relationships

Receipt Instructions

Maintain Donor Receipt Instructions

Salutations

Maintain Donor Salutations

Notepad

Notepad

View Relationships

Relationships (CM)

Delete Row

 

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