Verifying 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 the relationship you want to verify 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 fields will display.
   
   
   
   
6. Click the name of the relationship you want to verify
   
   
   
   
7. Click . The person or organization record will display.
   
   
   
   
8. Verify that the person record was updated in the person or organization record