Changes

So far you have seen one technique for referencing people within the system – the use of the [[Internal|internal]] or [[External|external]] [[Hierarchy|hierarchy]] to context a person to an organisation[[organization]].

This standard feature provides a basic method of describing a person’s relationship with a single organisationorganization, but will not be sufficient to reflect types of relationships that you may need to manage: their reporting relationship, their relationship with other organisations organizations and their relationship with other people.

* '''[[Creating Organisation Charts''' |Organization Charts]] – this feature is useful when you need to show the reporting relationships between people in an organisation organization (or even between organisationsorganizations). Their reporting relationships as reflected in the organisation organization chart is independent of their position in the organisation 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 organisation organization chart for any organisationorganization, internal or external, and link people between different organisation organization charts.* [[Associates]]/[[Associations]] – this feature is used when you need to track a contact’s relationships with more than one organisationorganization. This feature allows the contact to be associated with any number of organisationsorganizations.* '''[[Creating People Relationships''' |People Relationships]] – this feature is used where you need to describe one person’s relationship with another person, independent of any organisation 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.

[[Category:System Management]][[Category:Contacts]]