The Relationships feature allows you to create a connection between an Organization and one or more People.
Add a relationship
To add a relationship, click "Add Relationship."
The Add Relationship form will open.
Select the Person, Type, and optionally enter a Description, Start date, End date, and Tags for this relationship.
Notes: The Person field pulls in records from the Person section of wicket. The Type is a pre-defined list based on your configuration. The Tags populate based on existing Relationship tags, or allow you to create them if they don't already exist.
When completed entering data, click "Save."
The relationship will now appear in the Relationships table for this organization. There is no limit to the number of relationships that can be added to an organization record.
Edit a relationship
To edit an existing relationship, click the row in the Relationships table.
The Edit Relationship form will open with the data ready to be edited. Once editing is completed, click "Save."
Delete a relationship
To delete an existing relationship, click the row in the Relationships table.
The form will open in the same way it does for editing. At the bottom of the form, click "Delete."
As this is a permanent action, you will be asked to confirm your deletion. Click the "Really delete?" button to confirm, or click "Cancel."
TIP: To navigate to the person listed in a relationship, click their name.