In Vision2, you can define the following relationships:
relationships between individuals
relationships between individuals and your organization
relationships between an individual and other organizations
Relationships can been managed when creating or editing an Individual profile. Scroll down to the Relationships section to manage individual relationships, relationships to us, and organization relationships.
Individual Relationships Tab
The Individual Relationships tab is used to show the relationship the individual profile has with other individual profiles in Vision2. This is useful for connecting spouses, parents and children, additional family members and associates.
Please note: Individual Relationships are separate from Households. Therefore, any additions, deletions, or changes to one will not affect the other. For example: If an individual is added as a spouse under the Individual Relationships tab does not automatically add the individual to the household. Also, removing someone from the household does not remove that individual from the individual relationships.
Click the Individual Relationships tab
Enter the name of the individual you want to connect to in the Search for Individuals text box and click the Search button
Click the Add to Relationships button for the person you want to connect to the individual profile you are creating
Using the Relationship drop-down list, select the appropriate relationship
Associate: This is used to indicate that the individual has a non-familial relationship with the individual profile you are creating
Marriage: This is used to indicate that the individual is the spouse of the individual profile you are creating
Parent: This is to indicate that the individual is the parent of the individual profile you are creating
Child: This is used to indicate that the individual is the child of the individual profile you are creating
Family: This is used to indicate that the individual is a family member other than parent or child
Start Date: enter the date this relationship started
End Date: enter the date this relationship ended. Leave this field blank if the relationship is still valid
Description: enter additional information as needed
Click the Save & I'm Done button when you are finished adding relationships for this profile
Relationship to Us Tab
The Relationship to Us tab is where the individual’s church membership can be tracked in Vision2. Please note: While this option is available, if you use a Church Management System (ChMS), it is best to track membership in the ChMS.
On the Relationship to Us tab, click the Add Membership+ button
Using the drop-down list, select the appropriate membership category
Start Date: Enter the date the membership category started
End Date: Enter the date the membership category ended. Leave this field blank if the membership category is still active
Click the Save & I'm Done button when you are finished adding relationships for this profile
Organization Relationships Tab
The Organization Relationships tab is used to track connections between the individual and organizations listed in your admin portal. This can be used to track employees and volunteers at your church as well as other organizations. Please note: While this option is available, if your church uses a Church Management System (ChMS), it is best to track these types of relationships in the ChMS.
Click the Organization Relationships tab
In the Search for Organizations text box, enter the name of the organization that you want to connect to the individual and click the Search button.
Click the Add to Relationships button under the name of the organization you wish to connect to the individual profile you are creating.
Using the drop-down list, choose the appropriate relationship category
Start Date: Enter the date the relationship started
End Date: Enter the date the relationship ended. Leave this field blank if the relationship is still active
Description: Enter additional information about the relationship as needed
Click the Save & I'm Done button when you are finished adding relationships for this profile