Defining How Relationships Appear with the Name Format

When you create a relationship type, you must also define how the name will appear throughout the various views and dialog boxes in InterAction. You do this by setting the name format.

There are four name formats you need to set for a relationship type.

Format	Description and Usage
Name	The simple name for the relationship, such as “Board Member.” This is used when displaying a list of relationships in both Windows and the Web Client.
Former Name	The simple name for the relationship once it has become former, for example “Former Board Member.” This is used when displaying a list of relationships in both Windows and the Web Client.
Sentence	The version of the name you would use if you placed the relationship in a sentence with the two parties of the relationship on either side. For example, for the Board Member relationship this would be “is on the Board of Directors of.” The sentence would then read “David Adami is on the Board of Directors of Justus Software.” This format is used in the following places: When a user creates a relationship in the Web Client or Windows Client. When displaying the list of possible connections to a contact in the Relationship Map™.
Former Sentence	The version of the name to use when placing the former relationship in a sentence. For example, for the Board Member relationship this would be “was on the Board of Directors of.” The sentence would then read “David Adami was on the Board of Directors of Justus Software.” This format is used in the following places: When a user creates a former relationship in the Web Client. Note that this is not used in the Windows Client for this purpose; Windows Client users select the current version of the relationship and then check a Former check box. When displaying the list of possible connections to a contact in the Relationship Map™.

Sentence Format Used in Relationship Map

Editing the Name Formats

You edit the name formats for a type on the Name Format tab in the New/Edit Relationship Type dialog box.

When you change any of the name formats for a relationship type, any existing relationships that use that type are automatically updated.

When you enter the sentence and former sentence, you need to ensure that the wording will work within the sentences displayed by Windows and the Web Client. The New/Edit Relationship Type dialog box includes usage example to help you set the correct wording. These examples update as you change the text.