Relationship Code Setup
Overview of Code Set 0012
NOTE: There are certain relationship codes that should NOT be modified, due to programming within DDI-Connect that utilizes these codes. They are:
- MEMB (Church Member)
- SPOU (Spouse)
- DR (Domestic Relation - functions the same way as Spouse)
For these three codes, do not modify the actual code. If desired, you can modify the description, but the codes must remain as is.
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
Scroll down until you find the code set you are wanting to modify, and double-click that code set.
For relationship codes, the code set you will want to modify is #0012 - Relationship codes. Double-click that code set. You will see this screen:
Please note that what you see on this screen will entirely depend on what codes your organization has already established.
To add a new relationship code, click the "New" button on the toolbar. You will see this screen:
You have the following fields available to you on this screen:
| Field | Description |
|---|---|
| Code | Enter a unique code identifier for this record |
| Active | If the box is checked, this code is active and available for selection |
| Description | Enter a brief, unique description for this code |
| Security | This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance
To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code. |
| Numeric Value 1 | This field is utilized in conjunction with third party external software and should only be modified by DDI staff |
| Numeric Value 2 | This field is utilized in conjunction with third party external software and should only be modified by DDI staff |
| Recip. code (M) | Within DDI-Connect, there are certain relationships that generate a reciprocal relationship code on the record being linked. For example, if you are linking to a constituent and indicating that the record being linked is the father of the current record, you would have a reciprocal code of SON or DAU on the initial record. Or, you could be indicating that the relationship is that of a brother. The reciprocal code for the linking constituent would then either be BRO for brother or SIS for sister. In this field, enter the Male reciprocal code. Not all codes require reciprocal relationship codes, so these fields can be left blank if they do not apply. |
| Recip. code (F) | As explained above. In this field, however, enter the Female reciprocal code |
Once you have entered all of the information, click OK. The new code is now added to the list of available codes.
