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.
Note:
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.
Note:
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.
Note:
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.
CAUTION: If your organization enters multiple levels of
person, we want to point out 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 Customer Management, Person, Persons to open this 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.