Relationship Attributes are provided to create characteristics or qualities to further define relationships. Using the Counseling example, you might create attributes to define the type of counseling: Marriage, Financial, Spiritual, etc. Once a relationship type has been defined, attributes can be added to it.

To create a relationship attribute:

1. Click Admin > People Setup > Relationship Types. The Relationship Types grid appears.
2. Click the relationship to which you want to add attributes. The Relationship Type Summary appears.
3. Click Add/Edit in the Relationship Attributes box. The Manage Relationship Attributes form appears.
4. Type the name of an attribute in the Attribute name box & click Add attribute. The attribute will appear in the grid at the bottom of the form.
5. Repeat this procedure adding each attribute needed for the selected relationship type.
6. Click the back arrow to return to the Relationship Type Summary.

Updated March 05, 2025 21:02