Modifying Contact Relationship Information for a Contact

Complete the following procedure to modify the contact relationship information for a contact. This information denotes the relationship or role that exists between the contact and another contact.

To modify the contact relationship information for a contact

  1. Tap Side Menu and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the main pane.

    • A list in the side pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

    All details for the selected contact appear after the list in the main pane.

  3. Update an existing contact relationship as follows:

    1. Tap Relationships in the list in the side pane.

      All relationships associated with the contact appear in the Relationships list in the main pane.

    2. Tap the relationship that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

  4. Add a contact relationship as follows:

    1. Tap Relationships in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.

    2. Choose the contact on the list that appears, and then tap OK.

    3. Tap the Relationship Type field, update the field value, and then save the record when finished.