Reciprocal Settings

Learn about Reciprocal Connections Management Settings in Maica

This section allows you to define how Reciprocal Connections should behave. When a user creates a Connection on a Contact, Maica will reference this table to determine what the reciprocal Connection should be—depending on whether the Contact's gender is identified as Male, Female, or Neutral.

Each row represents a type of Connection and how it is reciprocated based on gender.

Please refer to the below table for more information on each column in the Reciprocal Settings, and the information below to learn how to create a new Reciprocal Setting:

Setting
Description

Active

Determines whether the Connection record is active and available to users. Only active Connections will appear when creating new relationships.

Name

The primary Connection name selected when creating a Connection from a Contact.

Male

The reciprocal Connection that will be generated if the Contact’s gender is classified as Male.

Female

The reciprocal Connection that will be generated if the Contact’s gender is classified as Female.

Neutral

The reciprocal Connection that will be generated if the Contact’s gender is classified as Neutral or is not set.

How to Add a New Reciprocal Setting

To add a new Connection type:

  1. Scroll to the bottom of the Reciprocal Settings table.

  2. Click the + Add Reciprocal Setting button.

  3. In the new row that appears:

    • Enter a name in the Name column (e.g. "Uncle").

    • Specify the Male, Female, and Neutral reciprocal terms (e.g. "Nephew", "Niece", "Sibling's Child").

  4. Ensure the Active checkbox is ticked if you want this setting to be used by Maica.

  5. Click outside the input fields to save the new row automatically.

Note, you can also edit any existing reciprocal setting by clicking into the text fields directly. Use the trash can icon on the right to remove a row if needed.

Example: How Maica Creates Reciprocal Connections

The following example illustrates how Maica automatically creates a reciprocal connection based on the configured settings:

Let's say a Connection record is created for a Contact named Bryce. The Related Contact selected is Emma, and the Type selected is Son.

Note, this record is created from the Connections Related List on the Contact profile

When the record is saved, Maica uses the Reciprocal Settings and Gender Field mappings to determine the appropriate reciprocal relationship.

  • The reciprocal value for Son, as configured in the Reciprocal Settings, could be:

    • Father if the Related Contact is Male

    • Mother if the Related Contact is Female

    • Parent if the Related Contact is Neutral or has no specified gender

Since Emma has a Gender field value of Woman, and "Woman" is mapped to the Female category in the Gender Settings, Maica creates a reciprocal Connection where:

  • The Contact is Emma

  • The Related Contact is Bryce

  • The Type is set to Mother

If Emma's gender had not been defined or was not mapped to either Male or Female, the reciprocal Connection would have used the Neutral value, resulting in a Type of Parent.

Last updated

Was this helpful?