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Different connections can be established among the contact files depending on their contact role in the organization:
- Public individual: a natural person with no relation with other contact type.
- Individual subsidiary of a parent individual: binding relationship between two individuals.
- Relay individual of a structure: a natural person who serves as contact point for a legal person.
- Individual member of a structure: a natural person identified as workforce of a legal person.
- Public structure: file of the legal person that gathers the historicals of different individuals associated with it.
- Structure subsidiary of a mother structure: binding relationship between two structures.
. We are going to see that in more detail within the contact file, but you can check them out here.
However, it is important to mention at this point that it is recommended to have as many contact files for an individual as needed. For example:
Mary Smith could have a personal contact file (individual public), and a relay contact file for her role with a structure (e.g.: teacher at Westfield School). All structures need a relay, a professional that would act as the point of contact. If Mary Smith happened to be the relay of a second structure (e.g.: teacher at Eastfield School), she would then have a third contact file. Ideally, she would have a different email address for each of these contact files.
It is very important not to turn an individual public contact file with any history (events attendance, purchases...) into a relay: all the history of the individual contact file would then be linked to the structure that individual would be a relay of.
There are also other types of contacts. However, depending on the needs of your institution, you might not see all of them.
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