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Contact Relationship Options

30 bytes added, 16:16, 24 June 2013
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* '''Organization Charts''' – this feature is useful when you need to show the reporting relationships between people in an organization (or even between organizations). Their reporting relationships as reflected in the organization chart is independent of their position in the organization structure so, for example, the “branch manager” in one branch would report to someone in a different part of the hierarchy. Within the system you can create an organization chart for any organization, internal or external, and link people between different organization charts.
* [[Associates]]/[[Associations]] – this feature is used when you need to track a contact’s relationships with more than one organization. This feature allows the contact to be associated with any number of organizations.
* [[Creating People Relationships|People Relationships]] – this feature is used where you need to describe one person’s relationship with another person, independent of any organization or reporting structure. Using this feature you define the “types” or relationships such as “school friend”, “spouse”, ‘bridge partner” and then link contacts together through these relationship types.
In addition to these techniques, you can also create indirect relationships between people using many [[SmartSimple]] [[Applications|applications]]. For example, multiple contacts can be assigned to the same project within the [[Universal Tracking Application]].
[[Category:System Management]]
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