This article outlines the various ways profiles can be connected to other profiles, and to funds.
Profile Links & Org Roles
Profile Links can be used to connect any profile to any profile. They do not have a status.
- Examples: Employer, Former Employer, Parent, Child, Sibling
Org Roles can be used to connect an organization to an individual or household profile. They have a date range and status, but date range is not required. When a date range is entered and the end date passes, CommunitySuite will automatically change active org role relationships to former. The relationship will still be visible on the profile.
- Examples: Board Member, Volunteer, Committee Member
These relationships are visible on the profiles they connect, and are available in reporting.
Create Profile Links and Org Roles
- Navigate to the Profiles page.
- Click Org Roles/Profile Links in the left-side menu.
- Click Add Org Role or Add Profile Link in the left-side menu.
- Enter the Name of the organization role or profile link, then click Create.
Connect Profiles with Profile Links and Org Roles
- Navigate to a profile that needs to be connected to another.
- Click Link Profile in the left-side menu.
- Start typing the name of the profile that should be connected and select from the dynamic search results.
- Enter the relationship information, then click Create.
- Link to Profile drop-downs contain your profile links. The relationship and reverse can be different, as in the example below, or the same, as in sibling to sibling.
- Relationship Start and End Date allow you to define the date range of which two profiles have been related to each other.
- Organization Role will only be an option if you are connecting an organization to an individual or household. Start Date and End Date are optional. When Active is not checked, the system will report this relationship as former.
Org roles can also be added and removed in bulk.
- In profiles, build a filter report of individuals that need to be connected to the same organization.
- Click Add Org Role on the left-side menu.
- Enter the org role information, then click Link.
Household/Member Relationship
Individual profiles can be connected to households as household members. This forms what CommunitySuite calls the household trifecta. This enables organizations to track donations, notes, grant requests, opportunities, etc. on the appropriate profile for the situation, individual or household. Connecting households and members in this way has a couple key benefits:
- Donations from the household and all household members are visible on the household donor designation. The Donor Rollup Report reports donations consolidated by household and members.
- It's simple to ensure that a household and members are not both on the same communication list.
Best practice is to connect couples to the household as members. Children and other family members are best connected through profile links.
Connect Household and Member
- Navigate to a household profile.
- Click Link in the left-side menu.
- Click Add Household Member in the left-side menu.
- Start typing the name of the profile that should be connected and select from the dynamic search results.
The member will now be listed on the household profile and vice versa.
You can also establish this connection from an individual profile. Click Add to Household rather than Add Member.
Parent/Child Relationship
When an organization is a parent to one or more organizations, the grant and donation activity from both the parent and child(ren) are displayed on the parent profile much like the household/household member relationship.
Information about how to create and use profile fund categories can be found in Parent/Child Org Relationship.
Profile Fund Categories
Profile Fund Categories connect profiles to funds for viewing and reporting purposes. The categories are user defined, so you can create the categories your organization needs.
Information about how to create and use profile fund categories can be found in Profile Fund Categories, Link Profiles and Funds.