Edit a constituent group or household relationship for a constituent

1. Open the record of the constituent with the relationship to edit. For information about how to open a constituent record, see Constituent Search.
2. Select the Relationships tab, and then click Relationships.
3. Under Relationships, select the group or household relationship to edit.
4. On the action bar, click Edit. The Edit relationship screen appears. The items on this screen are the same as the Add a relationship screen. For information about the items on this screen, see Add a Relationship Screen (Constituent Group or Household Relationship for a Constituent or a Constituent Household).
5. Edit the information as necessary.
6. Click Save. You return to the Relationships tab.

 

 

You are here: Overview > Constituent Records > Relationships > Relationships > Edit a Group or Household Relationship for a Constituent > Edit a constituent group or household relationship for a constituent