How to find accounts that have a certain relationship type

There are times where you may want to find all of the accounts that are part of a certain relationship or specifically have a certain role in a specific relationship type.
You are able to use the Data Return Type of Related Accounts in order return accounts that have a certain role in a specific relationship type or two return any accounts that have a relationship of that type with someone.
  1. Click Queries
  2. Select a category that you want to store this query in
  3. Select New Query under the tasks menu
  4. Name the query 
  5. Set the Starting criteria to Base/All Constituents
  6. Set the Data Return Type to Related Accounts
  7. From the Relationship Info drop down menu, select the relationship type
  8. Select Any to pull any account that has the relationship type or select one side of of the relationship to only pull accounts with a specific side of the realtionship
  9. Under Criteria Matching select Match Each Criteria
  10. Click Save and View Queries

Environment

 eTapestry

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