From any screen within RMSWeb
Click once on Setup on the Navigation bar
Choose Lookup Tables from the list
Choose Relationships from the sub list
Click once on Add
Relationship labels setup here are used in the Associations tab of a client record to link clients. They can be family related or interest related. A relationship of Adjacent Site could be use to show a link between two families wanting to be assigned neighboring areas.
1. Enter a description into the Relationship field.
2. Click once on Save/Next to enter further Relationships. Click once on Save/Exit when complete.
Relationship Search Screen:
The Relationship search screen will show a list of all relationships by default.
You may filter the Relationship list to find the one you are after by using the Filter By option on the bottom left hand side of the screen.
Filter Option is Relationship.
The column on this screen is able to be widened by click, hold and drag mouse function, left or right, to decrease or increase.
