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Constituent Relationship Refinement
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Description

To more accurately capture the nature of constituent relationships in Civi, I propose the following...

1) Create these new relationship types
Board member is
Executor is
Family Foundation is
Owner of estate is
Administrative assistant is
Administrative assistant of
Parent company of
Subsidiary of
Former partner of
Former spouse of
Former employee of
Former employer of
Donates on behalf of
Donor Advised Fund of
Family foundation of
Also known as

2) Rewrite these existing relationship types
Member > Member is
Owns the Donor Advised Fund > Donor Advised Fund is
Board member > Board member of
Case coordinator > Case coordinator of

3) Set up the following relationship reciprocities
Administrative assistant is / Administrative assistant of
Board member is / Board member of
Case coordinator is / Case coordinator of
Member is / member of
Owner of estate is / Estate of
Executor is / Executor of
Donor Advised Fund is / Donor Advised Fund of
Family foundation is / Family foundation of
Parent company of / Subsidiary of
Former partner of / Former partner of
Former spouse of / Former spouse of
Former employee of / Former employer of
Donates via / Donates on behalf of
Also known as / Also known as

4) Makes this relationship available between both individual and organizational records (This relationship currently is available only between an individual and an organization)
Employer is / Employee of

Event Timeline

@NNichols do you still see value in creating these relationship types?

EWilson is no longer at WMF. I recommend closing/cancelling this ticket. If we want to modify these relationship types, that should be looked at again with fresh eyes as a lot has changed since this ticket was recreated in 2020.

Agreed. Relationship types should be audited for sure but we should hold it until we work in that into our plans.

AKanji-WMF claimed this task.

Thank you both!