IIABA - Setup Parent/Child Relationship Type

Shelly Satre

Nov 01, 2021

1296

If you have Parent agencies, and branches, you will need to create Contact Relationship Types. Contact Relationship Types are used to identify the Agency to Branch parent/child relationships. A pre-requisite to setting up agency/branch relationships is creating a Contact Relationship Type.

Create the Contact Relationship type: Setup > Miscellaneous > Contact Relationship Type. See Contact Relationship Types for further instructions.

IMPORTANT: As Memberships can ONLY be owned by the Parent Agency, branches inherit the membership from the parent contact. The Contact Relationship Type MUST be set to System Relationship = Location. This is the trigger that tells the system that the child should inherit the parent's membership.