The Persons record can note relationships that the person has with other persons in the database.
Follow these steps to record a relationship between two Persons records:
- Open a Persons record.
- Click the Details tab.
- Click the Relationships sub-tab and open a new Relationships record.
- Enter the related person's name in the Related Person field. This field links to another record in the Persons service.
- Select a Relationship Type from the drop-down list.
- The displayed values are configured in the Person Relationship Types service.
- The displayed values are configured in the Person Relationship Types service.
- Enter the Start Date and End Date for the relationship, if applicable.
- Enter additional Comments, as needed.
- Click OK to save the information.
- Add additional relationships as necessary.
- Alternatively, you can click OK and New in Step 8 to save the current record and open a new Relationships record in one step.
- Alternatively, you can click OK and New in Step 8 to save the current record and open a new Relationships record in one step.
- Save the Persons record.
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