How To Edit an Individual Relationship

Individuals can be linked to organizations and other individuals (external to your organization) through relationships. You can also view relationships by organization with the Relationship Report (by organization) in Reports>Pre-Award.

1. Open Contacts>Individuals.
2. Click a display name.
3. Open the Relationships tab>Organizations or >Individuals.
4. Click the  (Edit icon) next to an organization or individual name.
   
5. Update the information as necessary.
6. Click Update.