Relationships Tab
PRINTUnderstanding social relationships between coworkers can be extremely helpful in running a winning campaign. The Relationships Tab in the Toolbox allows organizer’s to easily identify and track the details of complex social relationships between coworkers.
To create a relationship between two people in your database, click on the Relationships Tab and then click the “Find Person” icon.
This will bring up a new window where you’ll type the first and last name (or whatever part of a name you may have) into the search box.
Clicking search will yield one of two results. If the name you type into the search box does not find any matches, you will be asked if you’d like to create a new person record.
If the search returns a possible match, you can accept the match.
That match will now show up as a relationship between those two people. Now you can add the details of that relationship. None of the following details are required but can be helpful in the course of a campaign.
The first detail you see is identifying exactly what the relationship between the two people is, family, friend, coworker, etc.
The next detail allows you to specify the level of familiarity.
Finally, you can list the level of influence one person has on another. Juts because two people are related doesn’t mean one has much influence over the other, and knowing this clearly can help in tough stages of a campaign.
One of the great things about the Relationships Tab is that when you create a relationship in one person record that relationship is automatically linked to the other person’s record, so you only need to enter it once for it to show up in both places.
There are a variety of person lists and person sheets you can now use in your organizing that display these relationships between individuals.