thankQ Help

1.The Individual folder holds values for individual relationships (e.g. Husband, Wife etc.) and those linked to Organisations (Employee, CEO etc.).  Expand the Individual folder to view a list of relationships.

The list of relationships could be quite comprehensive, so the first step is to remove any relationships that are not relevant to your organisation.  Removing unwanted relationships will make it easier for users to select the correct relationships.

2.Relationships can be added by a right click on the Individual folder and clicking New.

3.In the New Relationship dialog box, enter a name for the New Relationship and click OK.

4.You will be prompted to enter the type of Opposite Relationship.  If the relationship is with another PERSON, select Individual. If the relationship is to an ORGANISATION (for example Employee, CEO etc.), then select Organisation. Click OK.

5.You will then be prompted for a value for the Opposite Relationship.  Here are some examples

6.Enter an appropriate value for the Opposite Relationship and click OK.

7.Click Yes to confirm

In the above, example two lookup entries were created within the Individual folder.  If the link was to an Organisation, then the other lookup value would appear within the Organisation folder.