Relationships

Relationships

NeonCRM allows you to track relationships between accounts in several ways:

Households

Households allow you to keep track of relationships of families and others who live together. Households are only accessible on Individual accounts. Learn how to create and manage households here.

Organization Contacts

Organization Contacts allows you to track your contacts on Organization accounts. Organization Contacts are only accessible on Organization accounts.  Learn how to create and manage organization contacts here.

Account Relations

Both Individual and Organization accounts have an Account Relations section. This section allows you to create connections between accounts for tracking purposes. The Relation type you should use depends on the type of account that you wish to link to. If you want to link a account (Individual or Organization) to an Individual account, use Individual Relation. If you want to link a account (Individual or Organization) to an Organization account, use Organization Relation. The processes for Individual Relation and Organization Relation are very similar.

To add a new relationship, navigate to the account you wish to link  > Account Relations > New Individual Relation.

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Select the magnifying glass to search for the Individual account you want to link.

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Enter the name of the account you wish to link.

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Click on the Individual's name to add them as the Related Person.

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Select the Roles for the original account and its relation. Roles must be defined in System Settings > Home/Dashboard > Account Settings > Relation Type. Learn more about setting up Relation Types here. 

Select Continue to finish adding the relationship. The Individual account will now appear as a Account Relation.

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Employment History

Employment History is a unique type of relationship between an Individual and an Organization. This section should be used exclusively to note employment relationships between an Individual account and an Organization account. Employment History is only accessible on Individual accounts. To add Employment History, the employee must have their own Individual account. This type of relationship is discussed further in our Organization Contacts guide.

To add Employment History, navigate to the Individual account of the employee and select Employment History > New Relation.

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Start typing the name of the individual's employer into the Organization Name field. If there is a matching Organization account in the database, the name(s) will appear in a dropdown list below the field name.

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Select the correct name from the list to add them as an employer on the Individual's account. You can also designate if the Individual is a current or previous employee of the employer using the Current Employee drop-down menu. Note that the organization's address will not automatically populate.

Click Save Changes to return to the main Individual account. The Organization will now be listed as an employer under Employment History.

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Their name will appear as a blue link to their Organization account.

If the Organization does NOT have its own account, you can still add Employment History. Navigate to the Individual account of the employee and select Employment History > New Relation.

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 Enter the organization information. If there is no existing account in the database for that organization, simply complete the form without linking the new organization data to an existing account.

Click Save Changes to return to the main Individual account. The Organization will now be listed as an employer under Employment History.

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Note that this employer name is only text, not a blue link. This is because the organization was only entered as part of the Individual's account and does not have its own Organization account.

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