Relating profiles in MC Trade allows them to be connected through employment, ownership, or relationship status.
There are many benefits to relating profiles to one another. For example, an Organization's related profiles would list all of its employees, allowing easy access to all employee profile information. These relationships can also be deleted or modified as employment status and job titles change.
Primary Relationships are for Individual Profiles currently working with or for an organization. The default Primary Relationship is Employee/Employer, but new types of Primary Relationships can be created to further distinguish relationship types.
Creating a new Relationship Type allows the tracking of virtually any kind of relationship between two profiles, including the following:
- Employer and Employee
- Parent Company and Subsidiary
- Property and Management Company
- Corporate Office and Branch Location
When these relationships change, whether Employees move on from the company or Subsidiaries get sold to new parent companies, these relationships can be changed to past-tense, maintaining the relationship history while still updating the relationship status to remain current:
- Former Employer and Former Employee
- Former Parent Company and Former Subsidiary
- Former Property and Former Management Company
- Former Corporate Office and Former Branch Location
There are other characteristics that can be applied to a Relationship to further define how the two profiles are related, and to grant certain related profiles special permissions:
- Main Profile - signifies that the Related Profile should be identified as the primary contact person or company for the original Profile.
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Primary Relationship - signifies that the relationship between the two Profiles is current and important
- Editor - grants access for the related profile to edit or change information about the original Profile through the online Profile Update Form.
- Billing Contact - identifies the Related Profile to fill the space of Communicate With Profile on any invoice created for the original Profile
- Receives Communication - acts as a data point to identify that the Related Profile should be included in Communications sent to the Original Profile
Finally, creating Relationships between profiles can extend certain benefits or abilities to the related profile. Below are some of the activities in WebLink Connect or your website that Related Profiles can take advantage of based on their Relationships to other Profiles:
- Discounted entry for an Event Item
- Access to the Members Only Area of your website
- Inclusion on bulk emails
- Inclusion in the drop process for parent company memberships
- Inclusion in searches, such as in the Profile Selector