Role-holder Relationships (Permitted Relationships)
Role-holder Relationships (Permitted Relationships)
- Matt Kepple
Owned by Matt Kepple
Last updated: Feb 08, 2025
Role-holder Relationships are a requirement for Personalised Referral Forms.
They allow you to state which Relationship Titles can be applied to the contacts who hold certain Roles when a visitor is creating several related contacts using a Personalised Referral Form.
Requirements
In order to create Role-holder Relationships your organisation must:
Have at least one Contact Role
Have at least one Relationship Category
Role-holder Relationships only apply to relationships that are created between contacts by a visitor who is using a Personalised Referral Form. They do not restrict users from creating relationships between contacts with different roles.
Get started with Role-holder Relationships
Manage Role-holder Relationships
, multiple selections available,
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