Creating a Relationship Record

Navigation: Records > Organization > Relationships

Between an Organization Record and Person Record

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 you want to link to a person record or scroll through the list of organizations on the page
4. Click the organization record. The Organization Record page will display.
   
   
   
   
5. Click the Relationships tab. The relationship fields will display.
6. Click +Create. The Create Relationship page will display.
   
   
   
   

Relationship Field Group

1. From the Connected to field, click . The Record Picker will display.
   
   
   
   
2. In the Search field, enter the name of the person or scroll through the list of people on the page
   
   Tip: If the person record you want to link to does not exist, you’ll need to create the person record before you can link it. 
   
   
3. Check the box to the left of the Last Name field
4. Click Choose to populate the Relationship Target field
   
   
   
   
5. Click the Role of dropdown menu and select the appropriate relationship for the organization
   
   Tip: It is important to complete step 5 before step 6, so the appropriate roles display.
   
6. Click the Role of Connection dropdown menu and select the appropriate relationship
   
7. Relationship Comments: Enter comments about the relationship, if appropriate
8. Click