Reviewing and Editing Interested Party Relationship Types
To review the Interested Party Relationship Types at your location, perform the following:
- Select Administration.
- Select Relationship Types.
- To edit a Relationship Type, double-click the desired item.
- When you have finished editing the item, select Save.
- As a best practice, many sites enter relationships in the following format for quick reference:
- Impersonal relationships (e.g., JOB CLUB, EDUCATION CLUB) in all-capital letters.
- Personal relationships (e.g., Pastor, Social Worker) in initial capitalization.