How to add, edit, disable or enable a Relationship Type

In this short article we will learn how to add, edit, enable/disable a relationship type, whether it's a contact or organization within the settings page.

Adding a Relationship Type

  1. Navigate to the Settings module and go to the Relationship page. Select the Types tab and click the blue Add button.

2. A Create Type modal will appear. Fill in required fields and click the blue Save button. 

3. A blue pop-up notification will appear on the upper right corner of the screen indicating you have successfully created a relationship type. Your changes will immediately appear on the Types tab. 

Editing a Relationship Type

  1. Navigate to the Settings module and go to the Relationship page. Select the Types  tab and click the Edit button on the right hand side of the relationship type you would like to edit.  

2. An Edit Type modal will appear, make necessary changes and click the blue Save button to continue.  


3. A blue pop-up notification will appear on the upper right corner of the screen indicating you have successfully updated a relationship type. Your changes will immediately appear on the Types tab. 



Disabling/Enabling a Relationship Type

  1. Navigate to the Settings module and go to the Relationship page. Select the Types tab and click the Enable/Disable button on the right hand side of the relationship type you would like to enable/disable.  

2. A blue pop-up notification will appear on the upper right corner indicating that you have successfully enabled/disabled that relationship type. Your changes will immediately appear on the Types tab.