Relationships between contacts

Contacts can have relationships with other contacts to assist you with billing, contacts and marketing activities.

For example, a corporate customer may enrol and pay for their staff members to complete training at your college, employer and student details can be connected for traineeship management, parents contact details can be collected for minors, for billing and emergency contact details, and spouse and friend relationships can be captured for use in marketing campaigns e.g. 20% discount when you refer a friend.

Adding a relationship

In the contact window, you can add a relationship with the plus symbol. This opens a new sheet where you can type in the name of the contact you wish to add and define the relationship type.

Adding a relationship to a contact

You can also define relationships through the Quick Enrol process, so that if the enrolment process connects two existing, but unrelated contacts, you can add the new information. When you add a second or subsequent contact to an enrolment, it will ask you how they are related to the first contact, or payer.

Suggesting contact relationship in Quick Enrol

All contacts can have multiple types of relationships with many other contacts. Relationships can also be deleted as needed, using the minus button in the contact window.

Using relationships in Quick Enrol

When relationships have been defined within contacts, they can be used to build enrolments quickly.

When a contact is added to quick enrol, the people they have relationships are shown in the Add… list, so they can chosen to add to the enrolment.

Contact with relationships showing in quick enrol