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To edit an existing relationship

  1. Select Customers.
  2. Click the lookup icon to open a contact's record in the Manage customers window.
  3. Select the Relationships tab.
  4. Double-click on the relationship you want to edit to open the Relationship Detail window for that relationship.
  5. On the Relationship Detail window, click Edit.
  6. Make the desired edits.
  7. Click Save.

See Also

Managing Relationship Activity Records

Manage customers window - Relationships tab

To add a relationship to a customer record

To view an existing relationship

To delete an existing relationship


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