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

In this example, we have opened the profile for an organization called Alpha Centauri, and see four related profiles: Peter Pan, James Hook, Angelina Elliot, and Roger Wilco.

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.

Related profiles will only appear in this panel if they have a "primary relationship" (a distinction that you make 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: This allows you to relate an existing profile to the selected profile.
• Relate a New Profile: This allows you to create a new profile and relate it to the selected profile.
• Manage All: You can click Manage All to view a complete list (primary and non-primary), review more information, and edit the relationships.

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Relationships Screen

After clicking Manage All in the top right corner of the Primary Relationships panel, you will land on a screen that shows all of the relationships (primary and non-primary).

In the example above, notice Tom Armstrong. He did not appear in the Primary Relationships panel, but he is available on this screen - he is a non-primary (notice the relationship type: Former Employee).

At the top of each column is a Filter if you need to filter the list down to specific profiles.

The related profiles will be listed with their:

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

If you want a different phone number to show, this can be changed by editing the related profile (General Information tab): Default Phone.

• Relationship type

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

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Adding a Relationship

Relating an Existing Profile

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

This option can also be found if you go to the relationships screen (Manage All).

3. Enter the name or ID of an existing profile. and then click Select next to 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 in case you want to adjust any of the related profile information during this process.
7. Click Save.

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Relating a New Profile

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

This option can also be found if you go to the relationships screen (Manage All).

3. Choose between an "Organization Profile" or "Individual Profile."
4. Enter a name. It will alert you if there is a potential duplicate and let you select it instead.
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 you are done, click Save and Close.
   • If you want to fill out more information, click Continue. When you are finished, click Save.

Keep in mind that you can return to the profile at any time to add more information or configuration.

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Editing a Relationship

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

Next to the relationship that you wish to edit, you may:

• Adjust its roles by checking or unchecking any of the first four columns. There is not a Save button because the moment you check or uncheck a box, it will auto-save.

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

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

After you complete your changes,  click Save and Close.

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Deleting a Relationship

1. Find and open the profile.
2. In the Primary Relationships panel, click Manage All.
3. Next to the relationship that you wish to delete, click Actions, and Delete.

4. Click Delete Relationship to confirm.

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