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. |