How To View Individual Relationships

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.
   

    Note: The organization or individual contact record can be viewed by clicking the organization or individual name.

3. Open the Relationships tab>Organizations or >Individuals.