Party relationships are binary roles between two parties, such as a partnership. You can merge or transfer relationships that the merge-from or merge-to party has, as part of the merge of the two parties. If the same party relationship exists for these two parties, the relationships are automatically selected to be merged and cannot be transferred.
Note: You cannot use Party Merge to merge parties of type Relationship, or to independently merge relationship records without a merge batch with at least one organization or person involved in those relationships.
If Joe is your contact at Vision Corporation, you can record this as a relationship between the person Joe and the organization Vision Corporation. This table shows details of this sample relationship.
| Party ID | Subject ID | Object ID | Type of Relationship |
|---|---|---|---|
| 789 (Joe, contact for Vision Corp.) | 456 (Joe) | 123 (Vision Corp.) | Contact Of |
After reviewing your database, you might determine that Vision Corporation and Vision Inc., another party in your database, are duplicates that should be merged.
After the merge process, the contact information would be changed as shown in this table.
| Party ID | Subject ID | Object ID | Type of Relationship |
|---|---|---|---|
| 789 (Joe, contact for Vision Inc.) | 456 (Joe) | 123 (Vision Inc.) | Contact Of |
Navigate to the Party Relationships tabbed region after you enter the basic merge batch information. See: Merging Parties.
Note: This tab does not show relationships in which a person is a contact, employee, or member of an organization, or any other role in the Party Contacts relationship group. For these relationships, see: Merging Organization Contacts.
For each relationship to be transferred or merged for a party, enter that relationship's subject, object, and type in the From Relationships region.
For example, if a type of relationship exists called Subsidiary of and Vision Manufacturing is a subsidiary of Vision Corporation, then Vision Manufacturing would be the subsidiary of Vision Corporation. Vision Manufacturing would be the subject of the relationship and Vision Corporation would be the object of the relationship.
Party relationships do not require a hierarchical relationship like a parent-child relationship. For example, party relationships defined as Partner of, Colleague of, Competitor of, and so on do not imply a hierarchical relationship, but you have to identify a subject and object of the relationship before you can merge relationships.
Enter either Merge or Transfer for the operation.
You can merge only if the same party relationship exists for the merge-from and merge-to parties.
Enter a relationship for the merge-to party in the To Relationships region.