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Article ID: KB133
Keyword Name: Delete, Remove, Relationship, Connection, Relationships, Link
Created: September 20, 2016
Viewed: 3386

Delete a Relationship between Contact Records




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Author: Kristenson, Joel

Last Updated: 2016-09-20






Overview


This article walks through the new (as of 2016) steps to delete a relationship link between two contacts in your database.  This process changed a bit after the developers enhanced the relationship module to allow for user to set a date-range, record a note, and create their own relationship types.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: Learn how to create relationships, and how to manage households (which is a different task all together).








Steps (Method #1 – From within a Contact’s Record Card)


Navigate to the Contacts (Voters/Donors) list under the Application Menu.



Query for and open the contact you want to delete a relationship for.  In this example I used my own record ‘Joel Kristenson’.



Navigate to the Relationship tab which will display all of the relationships for this record.  In my example there was only one between my record and the company ‘Cargill’ as shown below.



Click on the ‘Relationship ID’ link for the one you want to delete.  In this example it was ID 336.



Click the red [x] at the top of the pop-up screen.



Click [OK] to proceed.



The relationship will now be removed from the Relationship tab in both of the contact records where the relationship existed.  My example is below where there are no longer any relationships present.









Steps (Method #2 – From the Relationships List)


Navigate to the Relationships list under the Application Menu, click [Search], locate the relationship you want to delete and click on the ‘Relationship ID’In this example I clicked on the relationship ID 44.



Click the red [x] at the top of the pop-up screen.



Click [OK] to proceed with deleting the relationship.



The relationship will be removed from the Relationships ListMy example is below where the total count dropped from 329 to 328.













Related Resources


Article: Linking Records through Relationships, Querying with Relationships, and How to Delete a Relationship

Article: Splitting ‘Couples’ into Separate Records En Masse using the Built-In Utility

Article: How to Split a Single Contact Record into a Duplicate Contact Record for Householding a Couple

Article: Managing Households – Creating, Deleting and Re-Creating

Article: Household Export

Video: Household – Drag n Drop

Video: Households – Delete and Recreate





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