Editing a Relationship Record

Navigation: Records > Organization > Relationships

1. From the bottom navigation bar, click Records
2. Click Organization. The Organization Manager will display.
3. In the Search field, enter the name of the organization record with the relationship record you want to edit or scroll through the list of organizations on the page
4. Click the name of the organization. The Organization Record page will display. 
   
   
   
   
5. Click Relationships. The relationship fields will display.
6. In the Search field, enter the name of the relationship you want to edit or scroll through the list of relationships on the page
7. Click the name of the relationship you want to edit. The relationship fields will display.
   
   
   
   
8. Edit the relationship field(s) you desire. See Creating a Relationship for instructions.
9. Click