WARNING: This article is intended for use during your database conversion. If you are not currently converting your legacy database to Bloomerang CRM, select a different article from the knowledge base.
Relationships between constituents appear on the Relationships tab.
Steps:
Click Settings
Click Custom Data.
On the Relationships tile, click Select.
Verify all relationship roles are correct.
Open a test constituent that includes relationships.
Click the Relationships Tab.
Verify all of the correct relationships exist.
Verify all of the relationships have the correct types.
If anything is incorrect, record the information on the Revisions Needed List. Use specific examples (ID; examples of what is incorrect), and record what should be present in the record.