Person - Persons
This page is used to define this person's relationship with other persons. For example, if the person being maintained is a conglomerate, you can define its subsidiaries on this page. Refer to How To Set Up Customer Hierarchies for more information about hierarchies.
You're defining "child relationships". It's important to understand that the persons being defined on this page's grid should be thought of as "children" of the person on the top of the page.
Children may have children. It's possible for one of the children to have children itself (for example, if you have a situation where a subsidiary of a conglomerate itself has subsidiaries). To define a child's children, simply display the child person on this page and then define its children.
Equal relationships. It's possible to link persons where no hierarchy is implied by the relationship (e.g., spouses). There are two ways to do this: 1) you can nominate one spouse as the "parent" and the other as the "child" or 2) you can define the spousal relationship for both persons (i.e., you would define Robert Chopin as the husband of Jeanette Chopin, and Jeanette Chopin as the wife of Robert Chopin). If you choose the latter approach, a recursive relationship will exist.
If your organization enters multiple levels of person, we want to note that we do not prevent recursive relationships. This means that you could set up a nonsensical situation where person 2 is a child of person 1 and person 1 is a child of person 2.
Use and navigate to the Persons page.
Description of Page
The grid contains the "children" associated with the "parent" person who is defined at the top of the page. The following fields display:
Child Person This is the unique identifier of the "child" person. This person's main name appears adjacent.
Child Information An informational message appears to highlight if the child person itself has children. You can click the corresponding go to button to view the child's children.
Relationship Type Indicate the type of relationship between the parent and the child person.
Start Date Indicate the date on which this relationship began. This field defaults from the Installation Record.
End Date If the relationship expires, indicate the date the relationship stops.
Financial Relationship Turn on this switch if the child person has account(s) and information about these account(s) should be displayed when the parent person's hierarchy is displayed in the Active Account Summary Zone.