How can I see why a person is stored in the system and what relationship our organization has to the person?

If the person only is connect to an organization, you enter the relationship with help from person categories or collaboration forms. If you want to enter a comment to the relationship, you should use the field for notes on the person. If you want to write a comment to the person’s relationship to another (or several) organizations, it is best to use the functionality ”anpassade relationer”.

Example: Miranda Nelson’s full-time job is Researcher at Active BioMedical. Our relationship to Miranda is that she is President of the Foundation X.

  • Enter personal title = Researcher. Personal employed at = Active BioMedical. Internal note = President of the Foundation X.
  • Use the functionality ”anpassade relationer”, add the relationship and enter a comment.

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