Displaying, Editing and Deleting Relationships and Stakes

You can display, edit and delete relationships and stakes.

You can edit relationships in the relationship network, see Relationship Network.

To edit a relationship:

1. Switch to the desired customer (person, contact person, company, association).
2. Switch to the Relationship Chart tab.
3. Click on the node in the graph corresponding to the record whose relationship you want to edit.
4. Move your cursor over a relationship in the list on the left.

   The context menu and quick view icons are displayed:

   • Select Delete from the desired relationship’s context menu to delete it. Select > Refresh Working Area to refresh the relationship chart.
   • Select Edit Relationship from the desired relationship’s context menu to edit the relationship.

To edit stakes:

1. Switch to the desired customer (person, contact person, company, association).
2. Switch to the Stake Structures tab.
3. Click on (Edit Stakes).

   All stakeholdings defined for the customer are displayed.

4. Edit the stake or select Delete from the context menu to delete it.