Use relations to maintain the way in which individuals relate to each other.
Within Synergetic, relationships are represented from the perspective of each individual. For example a father-son relationship is represented as:
- father-son on the father's record
- son-father on the son's record.
Relationships are maintained in the luRelationships lookup table, listed in alphabetical order. See Maintaining lookup tables in the System maintenance manual.
Relationship tree
The relationship tree is:
- a graphical representation of relationships:
- with the selected community member
- between community members linked to the selected community member.
- available from screens used to maintain aspects of community members, such as debtors.
Use the relationship tree to:
- overview relationships
- select another individual in the community
- add new relationships to selected individuals in the tree
- navigate quickly to individuals in the tree and update their details if required
- delete relationships if required.
Opening the Relationship Tree window
To open the Relationship Tree window:
- Either:
• Click on the Community Maintenance toolbar.
• Select Action > Generate Relationship Tree from the main menu when the Community Maintenance window is open.
• Press Ctrl and T when the Community Maintenance window is open.
The Relationship Tree window is displayed, with the current community member at the top of the tree.
Relationship Tree buttons
Button | Description |
---|---|
Launches the Community Maintenance window for the selected community member. | |
Add a new relationship. See Adding new relations. | |
Delete the relationships between the selected record and the current community member. | |
Move the selected record to the top of the relationship tree. | |
Expand the entire branch for the selected record. | |
Display all relationships by expanding all branches. | |
Collapse the relationships to display only the key relationships of the person at the top of the tree. | |
Refresh the relationship tree from the database. | |
Display the relationship tree at full screen size, if the relationships are extensive. | |
Return to the default screen size. |