Associating a Child Person with a Prospect Person

Prerequisites

To associate a child person with a prospect person, you should have:

  • Child persons defined in the application

  • Relationship types defined in the application

Procedure

To associate a child person with a prospect person:

  1. Ensure that the Prospect Person Relationships section is expanded when you are defining or editing a prospect person.

    The Prospect Person Relationships section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Child Person Used to indicate the child person you want to associate with the prospect person.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Child Person field. On clicking the Search icon, the Prospect Person Search window appears.

    		 Yes (Conditional)
    Note: This field is required while associating a child person with a prospect person.
    Relationship Type Used to indicate how the child person is associated with the prospect person. Yes (Conditional)
    Note: This field is required while associating a child person with a prospect person.
    Start Date Used to specify the date from when the child person is associated with the prospect person.
    Note: The start date cannot be later than the end date.
    		 Yes (Conditional)
    Note: This field is required while associating a child person with a prospect person.
    End Date Used to specify the date till when the child person is associated with the prospect person.
    Note: The end date cannot be earlier than the start date.
    		 Yes (Conditional)
    Note: This field is required while associating a child person with a prospect person.
  2. Enter the required details in the Prospect Person Relationships section.
  3. If you want to associate more than one child person with the prospect person, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to disassociate a child person from the prospect person, click the Delete (The Delete Icon) icon corresponding to the child person.
  4. ClickSave .
    The child person is associated with the prospect person.

Related Topics

For more information on... See...
How to define a prospect person Defining a Prospect Person
How to edit a prospect person Editing a Prospect Person