Add a relationship type

1. From Prospects, click Relationship settings under Configuration. The Relationship Settings page appears.
2. On the Relationship Types tab, click Add. The Add a relationship type screen appears.
3. In the Relationship field, enter a unique name for the relationship type such as Brother or Employee.
4. Select the gender to which the relationship type applies. If the relationship type applies to either gender, select "Any."
5. Under This relationship can be, select the types of constituents who can have a relationship of this type. For example, a relationship type of Employee might apply only to individual constituents, as only individuals are considered employees.
6. Under This relationship can have relationships with, select the types of constituents who can have a relationships with constituents of this relationship type. For example, a relationship type of Employee relates to both individuals and organizations, as both may be employers and have employees.
7. Click Save. You return to the Relationship Settings page.

 

 

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