You can edit an existing Relationship to

• Change the type of relationship (i.e. the Relationship Category)

• Swap the title that the contact has in the relationship

• Change who the relationship is with

• Add a start date or end date to the relationship

• Edit the existing start date or end date of the relationship

Watch the walkthrough

Edit an existing Relationship

Steps

1. Access the Contact Profile Page of the contact whose relationship you want to edit

2. Scroll down to the Relationships box on the left side

   Open

   

3. Press Edit next to the relationship you want to edit

4. The Edit Relationship panel expands

   Open

   

5. Make the changes you want to make

6. Press the Save button