Add a contact relationship

1. On the Add a reservation screen, in the Contact field, select the new button.

Note: The Contact field appears on the Add Reservation screen only if you selected an organization constituent in the Patron field.

2. In the Last name field, select the magnifying glass and use the Individual Search screen to find and select the individual to add as a relationship.

Note: If the search results do not return the individual to add as a relationship, you can add the individual to your database from the Add a contact relationship screen. To do so, enter the individual’s name in the Last name and First name fields. When you save the relationship, the program automatically creates a new constituent record for the individual. Be sure your search first to avoid adding a duplicate individual.

3. Under Relationship, select the association each constituent has with the other. For example, the organization constituent may be the “Employer” and the individual may be the “Employee.”

4. Under Contact, select the contact type. For example, you may have a “Group reservation” or “Event” contact type.

5. By default, the Contact address, Contact phone, and Contact email address fields display the primary information of the organization. To use a different address, phone or email for the related individual as an organization contact, select Edit for the respective field and enter the contact information. To remove a contact address, phone, or email, select Remove for the respective field. If no contact information is specified for the organization or you remove existing information, select Add for the respective field to add an address, phone, or email for the contact relationship.

The address, phone, or email you enter here is saved to the individual’s constituent record and appears on the Contacts tab. If this individual contact is deleted from the system or becomes invalid, the contact name, address, phone, and email are retained on the reservation.

6. Select Save.