Click Here to view this article as a PDF.
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.
Tip: 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 List. My 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
Trail Blazer Live Support
Phone: 1-866-909-8700
Email: support@trailblz.com
Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180
Twitter: https://twitter.com/trailblazersoft
* As a policy we require that you have taken our intro training class before calling or emailing our live support team.
Click here to view our calendar for upcoming classes and events. Feel free to sign up other members on your team for the same training.
* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.
* This service is included in your contract.
