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Accessing the Relationships Tab

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 or scroll through the list of organization records on the page
  4. Click the name of the organization. The Organization Record page will display.



  5. Click Relationships. The Relationship Manager will display.


 

Relationships Tab Overview

FieldDescription
1. Search TableEnables you to search the list of relationships
2. ColumnsEnables you to select which columns to display
3. +CreateEnables you to add a relationship to an organization record
4. Relationship TargetThe name of the relationship
5. Target RoleThe role of the relationship (i.e., student, employee, advisor)
6. Role of OrganizationThe role of the organization (i.e., employer, high school, college)
7. Last UpdatedThe date the relationship was last updated
8. CommentsAdditional information about the relationship, if appropriate