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PO – Relationships

  • Relationships
    1. View organizational relationships through People/Organizations
    2. When a new dog placement relationship (trainer, client, breeder foster, adopter) is entered, the end date of existing dog placement relationships that have no end date will be populated with the start date of the new relationship. The code will only end relationships that operationally precede the new relationship entered
    3. Edit relationship- click the pencil icon. Make edit and SAVE
    4. Search relationships- My Data > Relationships
      • Search by date ranges, types of relationships, by end date empty or not etc
    5. Export the selected relationship records by clicking More tab at the upper left and select Export.. Options for export are excel or word