## Overview Art Center Canvas allows you to manage relationships between individuals and organizations directly from the **Community Search Page**. You can navigate seamlessly between personal and organizational records, ensuring comprehensive relationship management. --- ## Viewing Relationships ### Community Search Page - When you perform a search in the **Community Page**, both **Person's Relationships** and **Organization's Relationships** are displayed in a consistent format. - You can navigate to either the **personal record** or the **organizational record** directly from this view. ### Profile Tab - Relationships to companies or organizations are also visible on the **Profile tab** when viewing an account. - You can expand the display to view detailed information about each relationship. ### Quick Navigation - The **“go to”** link next to relationships allows you to quickly access an organization's record without additional searches. --- ## Creating Relationships ### 1. Navigate to the Edit Page - Go to the **account edit page** where existing relationships are displayed in the **Relationships table**. ### 2. Add a New Relationship - Click **'Add Relationship'** to open the **modal screen** for entering relationship details. ### 3. Fill in Required Information #### Select Relationship Type - Choose the **type of record** to link (e.g., **Person**, **Organization**, **Vendor**, **Staff**). #### Assign a Relationship Role - Select the appropriate **relationship role** (e.g., **Member**, **Contact**, **Donor**). #### Choose the Linked Record - Start typing the **name** of the record in the **Suggest Box**. - Select the correct entry from the **auto-generated list** to establish the link. - **Important:** You must choose the name from the list that appears below the input field. ### 4. Save the Relationship - Click **'Save'** to add the new relationship to the **Relationships table**. --- ## Editing Relationships ### 1. Access the Relationship - Double-click on an existing relationship in the **Relationships table** to open the **edit screen**. ### 2. Editable Fields - Certain details of the relationship can be modified directly. - **Note:** The first three items (relationship type, role, and linked record) are not editable after creation. ### 3. Save Changes - Make necessary updates and click **'Save'** to apply the changes. --- ## Displaying Relationships in Art Center Canvas - Newly created or edited relationships will appear in other areas of the **Art Center Canvas system**. - **Non-Contact relationships** (e.g., **friends**, **members**) are displayed in **slider panels** where **family members** are shown.