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Applications > Remittance > Modify > Relationship Types

 

 

 

 

Relationship Types


Relationships allows you to define the relationships between your organization and churches.

 


NOTE:  This menu item only shows when the "Use Relationships in Arena?" check box is unchecked in Modify > Company Preferences > Relationships.


 

This Section Includes:

Relationship Type Grid

Add New Type

 

Relationship Type Grid

Relationship Types are listed in a grid below the Add New Type link. The Description fields are displayed on the grid.

 

Click the Edit  icon to make changes to a Relationship.

Click the Delete  icon to remove the Relationship from the system.

 

Add New Type

 

Click the  Add New Type link to add a new Relationship Type.

Enter a Description for the Relationship Type (e.g., Pastor, Treasurer, etc.).

(Optional) Choose an Inverse Relationship from the drop-down list.

If you leave this empty (default), it will only assign the relationship to the church.

If you choose an Inverse Relationship, it will assign the relationship to the church and it will assign the inverse relationship to the individual.

Click the Apply button to save your entry and continue adding new types or click the OK button to save your entry and return to the grid.

Click the Cancel link to return to the grid without saving.