I did a organization constituent import which had quite a few individual relationships - I mapped it just fine and it showed up perfectly on the relationship tab of the organization.....but then noticed that none of them showed up on the individuals record. I since learned (realized) that I hadn't checked the "make reciprocal" box when adding relationships. Is there anyway to correct this now so the relationships also show up on the individuals relationships records?
I haven't had a chance to test this, but could you just import the same file again (using relationship matching) and check the "Automatically reciprocate relationships" box? I'm not sure off-hand (without researching or trying it) if that works when updating existing relationships (someone from support would probably be able to tell us right away!).
Jeff
S
Sue Redding
said
almost 9 years ago
I imported the organization relationship onto the individual only without the 'reciprocal' and it worked beautifully! Thank you both so much. Very much appreciated.
Sue Redding
I did a organization constituent import which had quite a few individual relationships - I mapped it just fine and it showed up perfectly on the relationship tab of the organization.....but then noticed that none of them showed up on the individuals record. I since learned (realized) that I hadn't checked the "make reciprocal" box when adding relationships. Is there anyway to correct this now so the relationships also show up on the individuals relationships records?
Thanks for any/all help. Much appreciated.
Sue