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Relation

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The RedHen Relation module provides the RedHen Relation Entity for connecting Contacts to Organizations or to other Contacts.
User Interface:admin/content/relation | redhen/contact/%/connections | redhen/org/%/connections
Configuration:admin/structure/relation

Record Types
A RedHen Relation provides a fieldable connection between two Records of particular types. This connection can be bi-directional or not. Bi-directionality and the types of Entities that are able to be connected are determined by the Relation Record Type, along with the fields for that connection.

RedHen comes with two built-in Relation Record Types: one is a bi-directional Relation between RedHen Contacts ("Personal Connection"); the other is a one-way connection between Contacts and Organizations ("Organizational Affiliation"). Both have a Status check-box field to denote whether a connection is currently active, and the Organizational Affiliation has a selection list for Organizational Role. These two Relation Record Types serve as examples of the functionality of RedHen Relations, and with the addition of a few fields will be sufficient for most basic CRM needs.

Relations are not limited to RedHen Contacts and Organizations, although that is what they are designed for. You can, however, create connections between any Drupal Entity Types using RedHen Relations, and as such the configuration for Relations sits outside the RedHen menu area, directly under Structure.

Once you have created or customized some Relation Types, your Users can create Relations on Contacts and Organizations from a tab on each individual Record labeled "Connections".

Users can also designate a single Contact as the "primary" Contact for an Organization on the Organization's Connections tab.


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