Relationship Marker

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To add a relationship marker

  1. From the Relationship Type dropdown, select the type of relationship you wish to create.

Note. These may be constrained to particular types relevant to this record type.

  1. From the Target Record dropdown, select the target record (see Find Record Dialog):

  1. Add additional fields, if required, by clicking Optional Fields:

  1. Complete these fields as required (See Relationships tab for details).
  2. When complete, click Add. The relationship marker field is updated with the relationship details. A new relationship record is created and is available from the Relationships tab:

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