Author Topic: Individuals and Organisations (Read 855 times)

ashlee · May 14, 2010, 04:25:18 am

Hi,

We're in the process of selecting a CRM and leaning towards Civi - but I have a question that I can't seem to find the answer to in the documentation - what exactly is the relationship between individuals and organisations (i.e. is there any hierarchical relationship?) and can individuals belong to more than one organisation?

Thanks!

ashlee

xavier · May 14, 2010, 05:05:57 am

Hi,

You can define as many type of relationship as you want beside the default employer/employee, eg. advisor, board member, investor...

You can have as many relations between one Ind and one of several org, and vice versa.

You can as well create more types. You might get a clearer idea of what civi can or can't do in this book (that's been updated recently to cover the new version that's coming up soon).

http://en.flossmanuals.net/CiviCRM

Let us know what you have chosen at the end, always interesting to hear results of comparisons.

X+

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Author Topic: Individuals and Organisations (Read 855 times)

ashlee

Individuals and Organisations

xavier

Re: Individuals and Organisations