Support Center

Adding Relationship Types

Last Updated: May 20, 2015 08:52AM CDT
Congregation Connect comes with a standard set of relationship types. If you need to create more specialized or different relationships, below are the steps and screenshots to create the types and link them to their reverse type. You will need to create (2) records or entries (one for the person, and one for the person to whom they are related) and connect them to one another.

To create a new Relationship Type, navigate to the object using the tabs at the top of your screen, or by clicking the All Tabs (+) link.
  1. Create a New Relationship Type (Bubbi).
  2. Enter in the name and select Save & New.
  3. Enter the opposing Relationship Type name (Bubbellah) and use the lookup (magnifying glass) to find its Reverse Relationship Type (Bubbi).
  4. Select Save.
  5. Go back into your first relationship type (Bubbi) and lookup its Reverse Relationship Type (Bubbellah).
  6. Select Save.

Now you have a Bubbi and a Bubbellah, and vice versa.


 

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  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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