User Guide

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Viewing and Editing Relationship Details

If you need more information about a relationship, you can view details about the relationship, such as the relationship type.

In the canvas, click a relationship line.

The relationship Actions button appears.

Click

Actions

Click

View Relationship Details

In the

Edit Relationship

dialog box, review the details about the relationship.

Option	Description
Diagram	Displays a diagram of the related records and the direction of the relationship.
Hierarchy	The type of the business entity, such as organization or household.
Relationship Type	The type of relationships that are possible between the records, such as employee or relative.
Rel Start Date	The start date of the relationship. If the date occurs in the past, the relationship is active. If the date occurs in the future, the relationship will start on the specified date. If the field is empty, a start date was not set.
Rel End Date	The end date of the relationship. If the date occurs in the past, the relationship has ended and is inactive. If the date occurs in the future, the relationship will end on the specified date. If the field is empty, the relationship is currently considered permanent.
Switch Entities	You can switch the order of the record to change the direction of the relationship. The Switch Entities button is enabled for some Relationship Types.
Other fields	Additional fields might appear for some Relationship Types.