Relationships in EveryAction allow you to connect individuals to each other, creating a network that reflects real-world connections. Whether tracking family members, professional relationships, or organizational connections, proper relationship management helps you understand your contacts better and communicate with them more effectively.
Step 1: Navigate to a contact's profile
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Search using the Search for a Contact field or use the Quick Lookup Tool.
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Click the contact record.
Step 2: Scroll to the Relationships tab
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Once the contact record is up, navigate to the About section.
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Click the View All Details link.
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Scroll to the Relationships tab.
Step 3: Delete a Relationship
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Click the right arrow to open the Relationship drawer.
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Click the Delete link next to the relationship you want to delete.
What else do you need help with?
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How do I search for Contacts by Relationship Type?
