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Multiple instances of this window can be opened at the same time. You must enter an ID Number to retrieve information into this window. |
This window allows you to view information about donors and alumni and also to view more detailed information about an ID Number on various other windows.
When you enter an ID Number in the ID # column of the Work With Relationships window, that ID Number becomes the root of the tree and allows you to view related family ID Numbers and information about those ID Numbers. When you select an ID Number, information about that ID Number displays in the right pane. You can open the Name Entity window to enter a new name (a name not currently in the database) by right-clicking in the ID # column and choosing New Name.
The Back and Forward buttons have drop-down data windows that list the names of the ID Numbers viewed while working with a group of related ID Numbers. When you enter a new ID Number in the ID # column, the previous number is added to the Back list and you may be prompted to save any changes. When you close the Work With Relationships window, the Back and Forward drop-down data windows are cleared of all ID Numbers.
Clicking the plus sign (+) beside Related IDs (or double-clicking the label) expands to display Family IDs and Relationships (see example below). Even if Family IDs and Relationships are empty [no plus sign (+) is displayed beside them], they are always available as options. Following is an example:
- Related IDs |
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- Family IDs |
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Spouse |
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Family |
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Guardian |
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Father |
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Mother |
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- Relationships |
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+ Any persons with relationships defined in the Relationship Table. |
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- Any persons with relationships defined in the Relationship Table. |
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+ Any persons with relationships defined in the Relationship Table for the above ID Number. |
When an ID Number is selected, icons specific to the options in this window appear in the toolbar. However, the following options are also available in the Options menu and in the right-click menu:
This form includes a drop-down list of Original and Customized forms and a Customize button. Clicking the Customize button opens InfoMaker and allows you to modify the selected form. You can then modify the data window and either replace the existing data window or save the modified data window under a new name (File > Save as). You must close and re-open the Work with Relationships window to select and display the new form from the drop-down list.
The following tables can be used to customize the Work with Relationships window. If any other tables are included on the form, data on these tables can be displayed but not updated.
· NameMaster
· BIOGRAPH_MASTER
· AddressMaster (joined through the CURRENT_ADDRESS on NameMaster)
· DEV_PERSON
· DONOR_MASTER
· ALUMNI_MASTER
· MAJOR_DONOR
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You may need to click the QAS
Lookup Address icon ( |
Make Top of Tree (Change ID Numbers)
Enter Relationships for Donors/Alumni
Enter Major Potential Donor Information
Enter Donor Constituency Codes
Enter Biographical Information
Delete a Row from the Family IDs and/or Relationships
Maintain a Donor's Giving Clubs