RELATIONSHIP TYPE
To add a Relationship Type, go to Settings > Lookup Tables > A/R Support Tables > Relationship Type
NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Relationship Type.
ADD RELATIONSHIP TYPE
To add a new Relationship Type, click on the "Add Relationship Type” link
Enter the required information and click "Add".
EDIT RELATIONSHIP TYPE
To edit a Relationship Type, click on the edit pencil. You can also end a Relationship Type by adding an end date.
Make your changes and click on the "Update" button.
VIEW RELATIONSHIP TYPE
To view a Relationship Type, click on the magnifying glass
The Preview Screen appears
DELETE RELATIONSHIP TYPE
To delete a Relationship Type, click on the trash can
You will be asked if you are sure you want to delete. Click "OK" to confirm.
