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Streamlined Relationship Management
Streamlined Relationship Management

We're excited to announce that now you can assign several relationship types between a child and a family member in one go!

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

Previously, you could only choose one relationship type at a time. To add multiple, each had to be entered separately.

With the update, selecting relationships works like this:

  • The relationship type field is now a multi-select checkbox list.

  • Checking or unchecking a type will add or remove all relationships of that type.

  • When adding new relationships, only unlinked contacts are shown to prevent duplicates.

  • Checking the "Family" relationship type still displays family preferences.

Benefits:

  • Add multiple relationship types in one step.

  • Edit relationships more efficiently.

  • Streamlined management for contacts with multiple roles.

  • Avoid duplicate data entry.

Multi-select relationships makes building family profiles much easier! Let us know if you have any questions.

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