Connecting Entities

MonkeyPod allows you to easily keep track of your entities and the relationships between them.

Who is Connected to Whom and How?

MonkeyPod lets you track how different entities in your database are connected to each other. Under the "Connections" tab on a contact's record, you can select other people or institutions in your database that are connected somehow. You can optionally include start and/or end dates for the connection. 

From the "Relationships" link at the top of the page, click on "List Entities" to pull up all of the entities in your database.

Next, choose which entity you want to assign a connection to by clicking on the Person/Organization name.

Once you choose the entity you want to view, scroll down and click on the "Connections" tab to assign a connection. 

In the example below, Cheshire Smile, needs to be connected to their employer, the White Rabbit Foundation. The dropdown menu will contain various connection options.

You can then search for the connection in the box under "Who/What?" to add the connection. Optionally, you can add start and end dates to the relationship. 

Once you have entered in the information about the connection, click on the green arrow to the right to save the connection. If you want to delete the information you entered and start over, click on the red X to clear the entries. 

Connections are bidirectional. So, if Cheshire Smile is "employed by" White Rabbit Foundation, as shown in the screenshot above, then White Rabbit Foundation will automatically "employ" Cheshire Smile, as you can see below. Each entity is discoverable from the connections tab on the other's relationship page. 

What if I want to enter a custom Connection Type?

MonkeyPod starts you off with a handful of connection definitions by default (e.g., "married to", "an alum of", etc.) If these don't meet all of your needs, however, you can always create and configure your own. 

To do this, click "Connections" under Relationships in the main navigation at the top of the screen. 

To define a new connection type, just decide what you want to call each side of the relationship. Some relationships are symmetrical, for example, "married to". If John is "married to" Jane, then Jane is also "married to" John. Others use different terminology for each side, such as "a parent of" and "a child of". 

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