Relationships: Changing existing relationships

Each relationship between two people (or two records within or across any dataset) is actually two relationships that can be set independently between a main record and a "linked" record (i.e. the second record in the relationship). From the perspective of a starting record, that record has a Relationship with another record, and then that other record has an Inverse Relationship back to the starting record.

  • Each of these two relationships has a screen called a Relationship Record that sits between them. So when you're on the Profile > Relationships page and click on a record there, it opens this intermediate Relationship Record. From there you can click on the Lookup Record link near the top middle of the screen to get to the other person/org's primary record.
  • Each end of the relationship is set independently (meaning that you can have a Guardian and a Legal Ward, or a Guardian and a Nibling), so always be careful to edit both relationships.

Common Relationship Adjustments

Death of a Spouse/Partner:

Jane Doe and John Doe are married. Then John Doe dies, making him a Late Spouse and leaving her a Widow.

Start by adjusting John Doe's relationship to Jane:

  1. On John's record, go to the Profile tab
  2. Select Relationships from the navigation panel on the right
  3. Click on the relationship record for Jane -- this opens the Relationship record that links John to Jane
  4. On the Relationship record, click the Edit button at the top right
  5. Under Jane's name, click on the Relationship Type field and select Widow/Widower
  6. Click Save

Now change Jane's relationship to John:

  1. From the relationship record you're on from the steps above, you can click on the Lookup Record link to get to Jane's Person record. (Alternatively, you can search for Jane's record and open it from the Omnisearch box at the top right of your screen or from the search box on the Person dataset.)
  2. On Jane's record, click on the Profile tab
  3. Select Relationships from the navigation panel on the right
  4. Click on the relationship record for John-- this opens the Relationship record that links Jane to John
  5. On the Relationship record, click the Edit button at the top right
  6. Under Jane's name, click on the Relationship Type field and select Late Spouse
  7. Click Save

Divorce:

Jane Doe and John Doe have gotten divorced.

Start by adjusting John Doe's relationship to Jane:

  1. On John's record, go to the Profile tab
  2. Select Relationships from the navigation panel on the right
  3. Click on the relationship record for Jane -- this opens the Relationship record that links John to Jane
  4. On the Relationship record, click the Edit button at the top right
  5. Under Jane's name, click on the Relationship Type field and select Former Spouse/Partner
  6. Click Save

Now change Jane's relationship to John:

  1. From the relationship record you're on from the steps above, you can click on the Lookup Record link to get to Jane's Person record. (Alternatively, you can search for Jane's record and open it from the Omnisearch box at the top right of your screen or from the search box on the Person dataset.)
  2. On Jane's record, click on the Profile tab
  3. Select Relationships from the navigation panel on the right
  4. Click on the relationship record for John-- this opens the Relationship record that links Jane to John
  5. On the Relationship record, click the Edit button at the top right
  6. Under Jane's name, click on the Relationship Type field and select Former Spouse/Partner
  7. Click Save

 

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