Edit a Patron Relationship

Edit a Patron Relationship (How To)

To edit an existing relationship between two patrons, perform the following steps:

Step 1

Open the patron account for either patron and navigate to the Relationships Tab.

Step 2

Single-click to select the relationship to be edited and click the Open button.

Step 3

On the Patron Relationship Detail Window, make the necessary adjustment.

Step 4

Click Save to confirm your changes and close the window. The relationship change will now reflect on both patron accounts.