Define relations objects

Define relation objects

Relation objects are the objects that a member / relation takes to the association. For example, a private sailing yacht that the member wants to place on a scaffolding of the association. These relationobjects have certain characteristics that can be linked to the membership card and the planning.
To link relationobjects to a member, you must first define relation objects.

• Go to the Management Centre in the main menu.
• Click on Objects.
• Select the item Define contact objects here.

Name the Type of the object. In this example, we link a yacht to a member and link this to an association object, the mooring port.

• Click the Save button to create the relationship object type.
• The Type of object can not be modified, these are standard defined object types that are used for reporting within e-Captain.
• If you are liable for VAT, select in Sports / Recreation? the Yes option. You will then receive 2 additional options to fill in;
  ◦Standard value: choice from Sportive or Recreational
  ◦VAT code for recreational use? Choose from your standard VAT codes.

• After saving, you can create free fields to register extra characteristics.
• The use of frie fields is explained in the next Create free external fields

Link relation object to member

• Go to Member management in the main menu
• Open the membercard of the member the relation object should be linked to.

• Click on the  icon to link a new object to the membercard. 
• Choose a Type by using the drop-down menu and click OK

• After this it's possible to add the relevant information of a relation object, the blank fields are shown then as well.

• With the Assign to button, it is possible to assign a relation object to another member.
• After entering all information, click the Save button to return to the membership card.

import relation objects

It's also possible to import links to all relation objects in e-Captain. Explanation about importing relation objects can be found on the page: Import relationship objects