▷ Managing Related Profiles

Introduction

Creating relationships to a profile can be done by going to that profile's Primary Relationships panel on the Profile View screen. Changes to a relationship can be done from the Relationships screen.

Primary Relationships Panel

The below example shows the Primary Relationship panel of a profile. The panel includes a menu on the top right with options to create a new relationship to an existing profile, create a new relationship with a new profile, or to manage all relationships. 

Below the panel, all Primary relationships to the profile are listed.

The main contact and billing contact, if defined, will appear at the top. This is indicated in the bottom right corner of the related profile.

Main Contact profiles are also able to edit the organization profile. 

Related profiles will only appear in this panel if they have a "primary relationship" (a distinction that made when setting up the relationship types). An example of a primary relationship is an "Employee" and a non-primary relationship is a "Former Employee."

In the top right corner, there are three links.

• Relate an Existing Profile: Relate an existing profile to the selected profile.
• Relate a New Profile: Create a new profile and relate it to the selected profile.
• Manage All: View a complete list (primary and non-primary), review more information, and edit the relationships.

Relationships Screen

The Manage All option leads to a screen that shows all of the relationships (primary and non-primary).

At the top of each column is a Filter to change the order of the column.

The related profiles will be listed with their:

• Role(s) - first four columns
• Name and title
• Email and phone
• Relationship type

To change the phone number displaying for the profile, edit the related profile (General Information tab): Default Phone.

Each profile will also have an Actions button to:

• Edit the name, title, or relationship type
• Edit other profile information such as the email or phone

Adding a Relationship

Relating an Existing Profile

1. Find and open the profile.
2. In the Primary Relationships panel, select Relate an Existing Profile.

This option can also be found on the relationships screen (Manage All).

3. Enter the name or ID of an existing profile. and then click Select beside the profile.
4. Place a check next to the role(s): Main Contact, Editor, etc. There can only be one main contact and one Billing Contact, but there can be multiple editors and receivers of communication.
5. Choose a relationship type to show how this profile relates to the selected profile (e.g., Employee). This is is required.
6. The Profile Edit tabs for the related profile will appear on the left to adjust any of the related profile information during this process.
7. Select Save.

Relating a New Profile

1. Find and open the profile.
2. In the Primary Relationships panel, select Relate a New Profile.

This option can also be found on the relationships screen (Manage All).

3. Choose between an "Organization Profile" or "Individual Profile."
4. Enter a name. An alert will appear if there is a potential duplicate profile.
5. Place a check next to the role(s): Main Contact, Editor, etc. There can only be one main contact, but there can be multiple editors, receivers of communication, and billing contacts.
6. Choose a relationship type to show how this profile relates to the selected profile (e.g., Employee). This is is required.
7. Save the new profile/relationship:
   • If the profile is complete, select Save and Close.
   • To fill out more information, select Continue. When the necessary changes have been made, select Save.

profiles can e returned to at any time to add more information or configuration.

Editing a Relationship

1. Find and open the profile.
2. In the Primary Relationships panel, click Manage All.

Adjust relationship by checking or unchecking any of the first four columns. There is not a Save button as checking or unchecking a box will auto-save.

If you change the relationship type (in the Admin section of MC Trade) from a primary to a non-primary relationship, the "Receives Communication" checkbox will be automatically unchecked.

Change the relationship type, title, and other information by selecting Actions, and Edit.

After making the necessary changes, select Save and Close.

Deleting a Relationship

1. Find and open the profile.
2. In the Primary Relationships panel, select Manage All.
3. Next to the relevant relationship, select Actions, and Delete.

4. Click Delete Relationship to confirm.