Patron Management - Relationships Tab

The relationships tab shows the relationships that this patron has with other patrons in the database. Relationships can be categorized and contain personalized notes. The viable columns in the Relationship tab could be any column that is relevant to an organization and it's relationship management.

When a relationship is created under the relationship tab an entry is created in the current patron as well as the other patron in the relationship. When a relationship is altered or deleted from one patron's record the same changes will effect the other patron in the relationship.

Parts of the Relationship Tab

Patron #	The patron number of the other patron in the relationship.
First Name	The first name of the other patron in the relationship.
Last Name	Last name of the other patron in the relationship.
Reason	A description of what this relationship is. The relationship can be viewed from both patrons and Theatre Manager automatically adjusts the terminology displayed in the column based on the code tables. For example: under patron one, the relationship may indicate that patron one is the 'child' of patron 2. On patron 2, it will indicate that patron 2 is the 'Parent' of patron 1 to help understand the relationship easier.
Donation Amount Pledged	The pledge amount of the other patron in the relationship. This information could be helpful to soliciting donations of the current patron.
Donation Amount Soft Credit	Value of Soft Credit the other patron has. This information could be helpful in soliciting donations of the current patron.
Donation Count	The number of donations the other patron has made
Hours	Number of hours the other patron has contributed through work or volunteering. This information could be helpful in filling in volunteer or work schedules.
Relationship Notes	The notes allow for an additional description of the relationship. This could be useful for describing relationships of people in partnerships or business.
Outlet	The outlet identification number.
	Adds a new relationship to the patrons record.
	Edits a current relationship.
	Removes a relationship from a patrons record.
	Opens the patron record for the other patron in the relationship.

Adding a Relationship

1. Open the Patron window.

   For details on how to access the Patron window click here.

2. Click the Relationship tab.
3. Click the Add button.

   The Patron Relationship window will open.

   

4. Click the Patron button.

   The Contact List will open.

5. Search for the other patron in the relationship.

   For more information on searching for patrons click here.

6. Click the Select button.
7. Choose a Relationship from the drop down. The drop-down is populated from the Patron Relationships Code Table. For more information about how to set those values, click here.
8. Enter any applicable notes.
9. Click the Save button.
10. Close the Patron Relationship window.

    The new relationship now appears in the relationships tab.

Editing a Relationship

1. Open the Patron window.

   For details on how to access the Patron window click here.

2. Click the Relationship tab.
3. Select the relationship to be edited.
4. Click the Edit button.

   

5. Edit the relationship information as needed.
6. Click the Save button.
7. Close the Patron Relationship window.

   The new relationship now appears in the relationships tab.

Deleting a Relationship

1. Open the Patron window.

   For details on how to access the Patron window click here.

2. Click the Relationship tab.
3. Click the Delete button.

   A warning message will appear.

   

4. Click the Delete button.

   The relationship is now deleted from both patrons records.