REQUIRED USER ROLE Administrator |
Administrators can manage Relationship types used to indicate how some Customers may know each other or how they are related. 
Create a Relationship type
Click
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on the top left corner of the screen.Click Settings.
Under the Agent Experience category, click Relationships. The page will display the Relationship types currently available to relate Customers.
Click Create Relationship.
Enter the name of the Relationship, then select Add Relationship.
The new Relationship type is immediately added to the Relationships setting page.
Edit a Relationship type
From the Relationships settings page, find the Relationship you want to edit. You can also use the search feature.
Hover over the Relationship you want to edit. Click
to the right of the screen. Edit the Relationship name and click Save.
Delete a Relationship
Deleting Relationships
Deleting a Relationship type completely removes it from the Relationships Card in all Customer Profiles. This cannot be undone.
We suggest renaming a Relationship instead when possible.
From the Relationships settings page, find the Relationship you want to delete. You can also use the search feature.
Hover over the Relationship you want to edit and click
.You'll be asked to confirm your request. Click Delete Relationship to confirm.