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Deleting a Relationship

You can delete a relationship that is no longer valid from the Relationships tab where it is displayed. Before you do this, you may want to capture the relationship "history" some other way. For example, add a note to the Notes tab in the context of the person, and/or in the context of the company.

To delete a relationship:

Find the Company (or other entity) where the relationship is displayed.
Select the Relationships tab.
Click on the Maintain Relationship pencil icon next to the relationship heading. A list of all people who are, for example, Directors of the current company, is displayed.
Select the Remove Relationship check box next to the relationships you want to delete.
Select the Delete Selected Relationships button. A confirmation dialog box is displayed.
Click OK to continue.

The Relationships tab is displayed. The deleted relationship is no longer displayed on the Relationships tab in the current context or in the context of the reciprocal Relationships tab.

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