Filling in all the fields on an individual relationship page

Bahaiyyih Pride · July 2016

Hi I'm really new to RE and I am trying to fill in data on an individual relationship page. What do the "relationship" and "reciprocal" fields actually refer to? In what capacity should these be used?

Thanks,

B.

JoAnn Strommen · July 2016

here's a link to knowledgebase article about relationship fields. Start there and if you have more questions, please post again. There are a few other kb things on the field or you can check the user guide chapter on relationships.

https://kb.blackbaud.com/articles/Article/37815

Jen Claudy · July 2016

A lot of the Relationship Fields are going to be per your org's preferences (policies & procedures).

In addition to the KB article JoAnn posted, you can check out this listing of BB training. I believe that the Learn level is open to everyone...these are on-demand videos. My guess is that the video on Constituents will at least touch on Relationships (yep, it says so in the description). If your org has a training subscription, you can sign up for the instructor-led classes, again, I'm guessing Constituents 1 & 2 will both include Relationships. Regardless, for someone new to RE, these will probably prove helpful to some extent.

Mary Lewis 2 · July 2016

Bahaiyyih Pride:

Hi I'm really new to RE and I am trying to fill in data on an individual relationship page. What do the "relationship" and "reciprocal" fields actually refer to? In what capacity should these be used?

Thanks,

B.

Hi B.:

The relationship/reciprocal fields show how two entities are "related". For example, you can set up a parent/child relationship. For the parent's record - the relationship field would be parent & the reciprocal filed would be child. For the child's record - the relationship field is child and the reciprocal field is parent. There can be many types of relationships you may want to track, such as employee/employer; owner/business; family foundation/family foundation member; friend/friend (the reciprocal is the same as the relationship); etc. Hope that helps.