Select Page

Editing a Relationship Record

Navigation: Records > Person > Relationships

  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 with a relationship you want to edit or scroll through the list of people on the page
  4. Click the name of the person. The Person Record page will display. 



  5. Click Relationships. The Relationship Record page 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