Creating a Relationship Record

Navigation: Records > Person > Relationships

Below are three examples of how to create a relationship. 

Between Two Person Records

1. From the bottom navigation bar, click Records 
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person record you want to link to another person record to or scroll through the list of people on the page
4. Click the person record. The Person Record page will display. 
   
   
   
   
5. Click the Relationships tab. The relationship fields will display.
   
   
   
   
6. Click the +Create. The Create Relationship page will display.
   
   
   
   

Relationships Field Group

1. 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 Connected To field
   
   
   
5. Click the Role of the Primary Record dropdown menu and select the appropriate relationship
   
   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 additional information about the relationship, if appropriate
8. Click
   
   
   

 

Between a Person Record and Educational Organization Record

1. From the bottom navigation bar, click Records 
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person record you want to link to an organization record or scroll through the list of people on the page
4. Click the person record. The Person Record page will display.
   
   
    
5. Click the Education tab. The education fields will display.
6. Click . The School Picker will display.
   
   
   
7. In the Search field, enter the name of the organization or scroll through the list of organizations on the page
   
   

   Tip: If the organization record you want to link to does not exist, you’ll need to create the organization record before you can link it. 

8. Check the box to the left of the Name field
9. Click Choose to populate the Relationship Target field
   
   
   
   
10. Click . The School CEEB, School City, and School State will be added to the Person record on the Education tab and Relationship tab.
    
    
    

 

Between a Person Record and Employer Record

1. From the bottom navigation bar, click Records 
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person you want to link to an employer record or scroll through the list of people on the page
4. Click the person record. The Person Record page will display.
   
   
   
   
5. Click the Employment tab. The employment fields will display.
6. Click . The Organization Picker will display.
   
   
   
   
7. In the Search field, enter the name of the organization or scroll through the list of organizations on the page
8. Check the box to the left of Name
9. Click Choose to populate the Employer and Connection To on the Relationship field
   
   
   
   
10. Job Position: Enter the person’s position/title  
11. Position Start Date: Enter the date the person started their employment
12. Position End Date: Enter the date the person ended their employment, if applicable 
13. Position Duties: Enter the person’s duties, if appropriate 
14. Position Comments: Enter additional information about the position and relationship, if appropriate
15. Click