Setting Up Person Relationship Types

It is possible to associate persons to other person. For example,

  • You might want to define the subsidiaries of a parent corporation
  • You might want to define spouses as separate persons and then link each person to another person

When you link a person to another person, you must define in what way the person is related to the other person by using a person relationship type code. These codes are defined using Admin > Person Relationship Type.

Description of Page

Enter the following for each relationship type:

  • Enter an easily recognizable Relationship Type code.
  • Use Description (Person1=>Person2) to describe how the first person is related to the second person.
  • Use Description (Person2=>Person1) to describe how the second person is related to the first person.
Note:

Person1 versus Person 2. When you link persons together, you do it in respect of one of the persons (which we call Person 1). For example, if you want to link the subsidiaries to a parent company, you do this in respect of the parent company (i.e., you define the parent company's subsidiaries using the Person - Persons transaction.