Establishing Relationships Between Persons

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:

1. Open a Persons record.
2. Click the Details tab.
3. Click the Relationships sub-tab and open a new Relationships record.
4. Enter the related person's name in the Related Person field. This field links to another record in the Persons service.
5. Select a Relationship Type from the drop-down list.
   • The displayed values are configured in the Person Relationship Types service.
     
     
6. Enter the Start Date and End Date for the relationship, if applicable.
7. Enter additional Comments, as needed.
   
   
8. Click OK to save the information.
9. 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.
     
     
10. Save the Persons record.