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Author Topic: Clarify Relationships?  (Read 920 times)

davidshq

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Clarify Relationships?
May 01, 2012, 06:07:59 pm
I created a household and then I was trying to figure out how to add folks to that household. It took me a few seconds to figure out that relationships was how I added folks to the household.
I'm not sure what could be done, but I'm just thinking that I'm fairly tech savvy, so if it wasn't intuitive to me it might not be to other folks either? :)
Dave
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xavier

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Re: Clarify Relationships?
May 02, 2012, 12:08:51 am
Relationship is as well used for employer/employee and loads of other, well, relationships.

Being a generic tool kind of force it to have a generic name, so indeed probably harder to find than a more specific name.

-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

davidshq

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Re: Clarify Relationships?
May 29, 2012, 03:01:34 pm
Makes sense...so if it must be, it must be. But seems to me that one could setup "aliases" even if the fields have the same actual database name, so that when one is on a household one could use "add family member" and keep it "add relationship" on employee/employer/other screens.
Dave
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xavier

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Re: Clarify Relationships?
May 29, 2012, 03:15:46 pm
You can as well create new relationship types between household & other contacts. eg a "shop at" or "support" an org, so don't think it could work to have a "add family member"

X+
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Clarify Relationships?

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