Parent-Child Relationship Setup

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33 comments

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    Beth Peterson

    My parent attributes are not cascading to my child's record. What am I doing wrong?

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    Gregory Foreman

    Hi Beth - Attributes will only cascade from a parent profile to child profiles when using a specific kind of membership application form (click here to see more about the p-c application form).  It looks like right now you're using a regular application form, which is why nothing cascades.  The attributes you have setup to cascade also need to appear on both the parent and child pages of the p-c application form.

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    Gay Canough

    I have created a parent group and put the sub-groups in it. Now I want to be able to see all the members of all the sub-groups in the parent group so that I can send all the sub-groups an email newsletter at once. At present I have to send to one sub-group, save the newsletter and then send it to all the other sub-groups one at a time. the Cascade function seems to only apply to forms. I'm dealing with existing groups and members.

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    Gregory Foreman

    Hello Gay - Your best bet would be to use the Advanced Search to pull up any number of database groups at one time.  You can add a shortcut to the Advanced Search on your Admin Home page and/or to the Admin Home sub-menu, check this article for more information on that.  Once in the search, expand the "search using filters" section and then highlight 1 or more groups.  Your search results will include all profiles from those groups, which you can then contact/email all at once.

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    Gay Canough

    OK, where is this "advanced search" on the menus?

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    Gregory Foreman

    Gay - You can add the Advanced Search to your Admin Home page and/or the sub menu by following the steps in the article I reference above.  You'll find it in the second drop down menu, "Add a System Page".

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    Alexandra DeFelice

    Gregory,

    I think this is a great feature and i want to assign parental rights to admins of some of my firms. However, most of my firms have more than one admin and this looks like each child can only have ONE parent. Is there a way to make it so more than one person can be the parent for all employees of that firm?

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    Gregory Foreman

    Hi Alexandra - There is not a way right now to have more than 1 parent per parent-child relationship.  When you refer to parental rights, are you referring to forms (being able to renew/register child profiles) or something else?

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    Alexandra DeFelice

    Gregory, I'm not only referring to forms but also being able to change anything about the child...ok in this case the parent is and admin at a firm and the child is an employee. i want the parent to be able to add/delete/edit profiles and register for events all children in that firm.

     

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    Tom Scott

    On the permissions page I gave the parent permission to add/delete and edit the children.  However, when I log in as a Parent I do not see how to do that. 

    I tried to search for the record from the search box on the profile page, but no results appeared.  I thought I had givem members search capability. 

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    Alicia Smyth

    We are having the same issue as Tom Scott (above) and need some insight into how this can be done.

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    Gregory Foreman

    Hi Tom and Alicia - You can allow parent members to view/edit child members by enabling the feature in system permissions.  Go to Database > Group Management > System Permissions, then enable the "can see profile relationships" permission under "Profiles" (you'll have to scroll down some) for the parent group.  Once that's saved, a parent member can go to their profile and hover over the "my profile" tab where they'll have a "relationships" option.

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    Sharon Easton

    Is there a way that a "child" record can be linked to more than one parent. For example, have circuit rider administrators who are the administrator for two or more towns. Once I have established the first linking relationship and go to next parent record and search for them by contact name, I cant get it to come up

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    Gregory Foreman

    Sharon - A child profile can only be linked to 1 parent profile at this point.

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    Kinsey Mahan

    Ynez - Those profiles will remain linked until you delete the profiles completely. While profiles are set "to deleted," you still have the option to bring them back into the system, and for that reason, the profiles remain linked to their respective parents or children. If you delete those in the "to deleted" folder completely, the relationships will be completely broken.

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    Ed Fields

    The parent has changed companies. How can I now elevate someone else to parent status within the organization?

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    Genny Martinez-Campos

    I am getting a number of calls from our members asking what the 'child' listed in the directory is for.  They are asking if there is better wording that can be used instead of parent / child....... Primary, main / secondary, alternate, additional, group member.  Would better wording be possible?  

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    Kinsey Mahan

    Ed - To make someone else a parent, you'll want to change the new parent from their current group to the parent group. You can then manually link that parent to their respective children, and delete the person who was the parent before.

    Genny - In some areas of the product, the parent/child wording is there automatically as it's a systemwide term. In the directory, though, your members should see the group names you use to identify those parent/child groups. Can you clarify for me where the wording shows up that tends to confuse members? I'd be happy to dig in further once I have a bit more information.

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    Stephanie Nickens

    How are parents able to manually add child profiles to their account. And can the delete members too? I know they can "block members" but not sure if that will delete the from the whole database. Our Parent profiles will need to add/delete members throughout the year as their employees change, not just when they apply and renew. Any help would be great!

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    Kinsey Mahan

    Stephanie - Parents are only able to add children via a special application form. Typically I create a regular parent child application without pricing, and add minimal attribute info on page one, the parent page. Then, page 2+ is where parents can add children. Parents won't be able to delete members, as that's an admin only function. I hope that helps!

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    Christina Dragonetti

    Is there a way to have a "data update" p-c application form taken by a parent where they change the name of the organization and/or address and have those cascade into the child profiles automatically? Or does the parent need to update each profile separately?

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    Kinsey Mahan

    Hi Christina - Unfortunately the cascade functionality only works on an initial application form, so parents will need to update information in each child's profile separately. In theory, you could build a renewal form without pricing or expiration date functionality, and the parent could select the children they wanted to update (rather than renew). They would still be making updates to each child's profile individually, but it would be much easier on a centralized form. As an alternative, they could contact you if a big change needed to be made (sometimes it's easier to complete updates to 10 or more profiles via data import). I hope that helps!

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    Barbara Stacey

    How can I keep users from adding children on their profile page?

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    Kinsey Mahan

    Hi Barbara - Parents aren't able to add children on the profile page; the only place they can add children is using an application form. If you're seeing a specific issue, please send an email to help@memberclicks.com so that we can dig in further.

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    Dana Sleeper

    Hi,

    I'm having trouble with two items

    1. I created a test child account, but can't link it to a parent account or even see it when I select "View" in the Database tab
    2. If possible, I would like to avoid having to re-create my application and renewal form. Can someone in the Help Center create a new one that is under the "parent-child" type and transfer everything from my renewal/application forms over? 

    Thanks!

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    Kinsey Mahan

    Hi Dana - I noticed that you have a Help Ticket open with this request, and because it's so specific, it will be better dealt with by a member of the Help Team. Please expect to hear back soon!

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    Christine Teed

    I accidentally added 1300+ children to a parent when I only wanted to add 15.  Is there a way to un-connect these 1300 without hitting delete for each one? 

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    Kinsey Mahan

    Christine - I went ahead and created a ticket on your behalf to see what we can do. Please expect to hear back soon!

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    Anna Pack

    Can a child register themselves for events or can only the parent?

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    Kinsey Mahan

    Anna - You can allow a child to take a parent/child form on their own (rather than being registered by the parent) as long as you have permissions set so that the child group can access the form itself. They'll also need access to the parent page, and pricing set up. There isn't anything preventing them from registering on their own, just a few things to check on beforehand. I hope that helps!

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