Create, Edit, and Delete Relationships

Administrators have the ability to manage Relationship types, which are used to indicate how some Customers may know each other or how they are related.

Create a Relationship type

1. Click the menu icon located on the top left corner of the screen.
2. Click Settings.
3. Under the Agent Experience category, click Relationships. The page will display the Relationship types that are currently available to relate Customers.
4. Click Create Relationship. 
5. Enter the name for the Relationship, then select Add Relationship.
   
6. The new Relationship type is immediately added to the Relationships setting page.

Edit a Relationship type

1. From the Relationships settings page, find the Relationship you want to edit. You can also use the search feature.
2. Hover over the Relationship you want to edit. Click the pencil icon to the right of the screen. 
3. Edit the Relationship name and click Save.

Delete a Relationship

1. From the Relationships settings page, find the Relationship you want to delete. You can also use the search feature.
2. Hover over the Relationship you want to edit. Click the trash icon to the right of the screen. 
3. You'll be asked to confirm your request. Click Delete Relationship to confirm.