Tuesday, August 4, 2015

Simplifying Relationship Management Access

The Contact File database allows you to designate a relationship that each contact has with a particular property. The two main relationship types are "Owner" and "Occupant" but you can also add your own creations to the list of possible relationships. Previously, you had to go to Maintenance Options to get to the screen where you could edit the list of possible relationships. Now we have added a shortcut to the Change Relationship screen that lets you edit the list of possible relationships right from there. Look for the new notepad button on the Change Relationship screen.
As a side note, keep in mind that Relationship types have to be 10 characters or less.

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