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Hide Relationship Type

Hide Relationship Type

1 - Click into the Client Admin Center.
2 - Click on Settings
3 - Click on Registrant in the dropdown.

Registrant Settings

4 - Click on the Relationship Types tab.

regsettings-accessreltypes

5 - Under the Disabled bar, double-click in the line of the Relationship Type you want to hide and select Yes or No from the dropdown. Selecting Yes means that it will not be visible in the Relationship Type dropdown in the Sales Center. Selecting No means that it will be displayed in the dropdown and Users will be able to select it.

regsettings-hidereltype

Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it’s been saved, the red triangle will disappear.