Creating familial parent-child relationships between records is crucial for your database organization, member type and dues settings, reporting, and much more. 

This has always been an integral part of Novi. We realize how important it is for your association to obtain and easily track this information.

To help facilitate these relationships, we have fields that appear during signup, account creation, etc. that allow users to enter or see this information.

By default, this is called Parent Member. However, we know that doesn't always apply to all member type situations. Maybe it makes sense for a Company/Staff relationship, but not for your association's Company/Sub-Company relationships. Hearing this feedback, we've made the title and description of these fields editable!

>> Contact the Novi team via Intercom to have any of the below fields updated for you.

Below is an example of these fields, dialed in to fit a specific association's membership needs.

You'll notice: 

  • Parent Member Label for People - used for company names
  • Parent Member Description for People - used for description of who individuals should choose as their parent
  • Parent Member Label for Companies - used for parent company name in company/sub-company relationships
  • Parent Member Description for Companies - used to describe which members should have a company/sub-company relationship

NOTE: If the concept of a parent does not apply for your companies or individuals, you can turn this field off in Fields > Member Fields. In addition, these field name changes are frontend facing, meaning the backend will show Novi default terminology.

Parent Member Label for People

Appears when:

  • Individuals create a new user account.
  • Individuals register for a new individual membership.
  • A company is being registered for a company membership. (The individual registering the company will be asked the company's name. In our example above, this is Company Name)
  • Individuals register for events. (The chosen label will appear in lieu of the word Company when an event attendee is asked for their information - name, email, phone, company)
  • An individual has a parent and views their personal profile in their Member Compass.
  • A company primary contact or user with management access views a company's profile in their Member Compass.

Parent Member Description for People

Appears when:

  • Individuals create a new user account.
  • Individuals register for a new individual membership.

Parent Member Label for Companies

Appears when:

  • A company is being registered for a company membership. 
  • An individual registers for a new individual membership and adds their parent company to the database.
  • A company primary contact or user with management access views a company's profile in their Member Compass AND their company has a parent.

Parent Member Description for Companies

Appears when:

  • A company is being registered for a company membership. 
  • An individual registers for a new individual membership and adds their parent company to the database.
  • A company primary contact or user with management access views a company's profile in their Member Compass AND their company has a parent.

***

Related Articles

  • Learn more about the setting options for who can change an individual's parent company - (1) allow edits from the Member Compass, or (2) lock down to admin-only on the backend.
Did this answer your question?