Select from Parent, Child or Sibling. Parent or Child relationships normally represent hierarchical relationships or relationship where some kind of ownership is involved. Sibling relationships normally represent influencing or affecting relationships. This is only a guide. There is flexibility to allow your System Administrator to set up relationship types to suit your specific business needs.

Select from a list of relationships defined by your System Administrator. For example, select Directors (Director of). The text in brackets shows the reciprocal relationship. For example, Arnold Ball is listed under "Directors" in the context of Gatecom; in the context of Arnold Ball, Gatecom is listed under the relationship heading "Director of".

Search for the Person, or other entity, that you want to link to from the current context. For example, search for Arnold Ball. Note: If the Search Select for a Person is set to First Name (this is the default), then type Arnold, and click the magnifying glass icon.