Adding Relationships to a Contact

1. On the Go To menu, click Contacts.

   -or-

   On the Home page in the navigation pane, under Contact Management, click Contact List.

2. In the Contacts grid under Full Name, click a contact name for which to add a relationship.
3. On the left under the contact name, click Relationships.
4. Under Relationship List, click Add Relationships.
5. In the Select Contact dialog box, in the Contacts grid:
   1. In the Select column, select the check box next to the name to add as a relationship to the contact.
   2. Click OK.

   Or, if the relationship is not listed in the Contacts grid:

   1. At the top of the grid, click Add Contact.
   2. Under Add Contact, enter the information for the new contact.
   3. Click OK.
   4. In the Select column of the Contacts grid, select the check box next to the new contact name to add as a relationship to the contact.
   5. Click OK.
6. In the Relationship List grid under Relationship, select the appropriate relationship type in the list.
7. On the toolbar, click Save.
8. When finished adding relationships, click Close on the toolbar to go to the Home page or click a page on the Go To menu.