• Create a Household relationship from a the Spouse tab in an individual contact record
    • Access a Contact record
    • Click on the Spouse tab
    • Click on Create a Household, which will allow you to split the contact records individually and relate them under one household
    • Navigate to the named household in the individual contact record
    • Click on the Household Members tab to see all of the individuals that are a part of the household
  • Create a Household relationship from an individual contact record
    • Access a Contact record
    • Click on the Edit contact
    • Scroll through the record to Household field and search key words of the household's name
    • Click on your Household to create a relationship with and then Save
    • Navigate to the named household in the individual contact record
    • Click on the Household Members tab to see all of the individuals that are a part of the household
  • Create an Employer relationship from a contact record
    • Access a Contact record
    • Click on the Edit contact
    • Scroll through the record to Employer field and search key words of the Employer's name
    • Click on your Employer to create a relationship with and then Save
    • Navigate to the Employer in the individual contact record
    • Click on the Employees tab to see all of the individuals that are a part of that organization

For a demo of how to create, use and connect relationships, watch this video, featuring our latest releases of document management and relationships.