Verifying a Relationship Record

Navigation: Records > Organization

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 with a relationship you’d like to verify 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. Click the name of the relationship you want to verify
   
   
   
   
7. Click . The person’s record will display.
   
   
   
   
8. Verify that the organization was updated in the person record