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Difference between relationships and affiliations

    Difference between relationships and affiliations

    Causeview allows you to save both organizations and individuals in the application as constituents, and the application is designed to help you track the many ways these constituents interact and connect with one another. While individuals may be employed by an organization, in which case the organization should act as their account, they may have a different connection to an organization, or two organizations may be associated in some way. All of these connections can be mapped using relationships and affiliations, which are different terms for ties between two constituents. Simply put, relationships are connections between two individuals, while affiliations are connections involving organizations.

    The terminology used for connections depends on what type of constituent is involved. When looking at an individual’s detail page, connections to other individuals are termed “Relationships”, and can be seen in the Relationship Viewer, while connections with organizations are termed “Organization Affiliations”. From an organization’s detail page, the connections to individuals are “Affiliated Contacts”, and connections with other organizations are “Affiliated Organizations”. Connections between two individuals - relationships - and connections between two organizations - affiliated organizations - can have a “type” to indicate how the constituents view and interact with each other.

    Difference between relationships and affiliations
    Organizations, Households & Individuals
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