1. In Records, open the record to which to add the relationship

  2. Select the Relationship tab

    • If the relationship already exists in the database, click Add Relationship. Locate the record and click Open.

    • To add a new relationship, enter in the First and Last name in the Name column and press the Tab key

    • Select the Create a new [relation type] record and enter the applicable relation information

  3. In the Relationship column, select how the person being added as the relationship is related to this record

  4. In the Reciprocal Relationship column, select how the record is related to this person being added as the relationship

  5. In the Notes field, enter any additional information about the relationship

  6. Click Save and Close


Note: Highlight the relationship on the relationship tab and click Open Relation's record to add any additional information about the relation, such as address or spouse information.