Use this procedure to configure relationship type fields. You must first create relationship types.
  1. Highlight Contacts, Database Management, Attribute Setup
  2. Click Relationship Types.
  3. In the Relationship Types page, highlight the relationship type
  4. Select Manage Relationship Type.
    Note: You cannot modify Sphere default relationship types.

  5. Select Relationship Fields.
  6. In the Field Selection page for the relationship type, make an appropriate selection
  7. Click Save.
To set default values for a relationship type field:
  1. Follow steps 1 - 5 above
  2. In the Field Selection page, click the Set Default link for the desired relationship type field.
  3. In the Default Value window, enter a value appropriate for the type of field (date, for example).
  4. Click Save.
  5. In the Field Selection page, click Save and Finish.

To modify a relationship type field:

  1. Follow steps 1 - 5 in the instructions above to configure relationship type fields.
  2. In the Field Selection page, highlight the field you want to modify and select Manage Field.
  3. In the Edit Field window, make the necessary changes and then click Save.