4.4.2.5. Delete a Related Record

Related records can also be deleted from a record.

*Deleting a related record from a record doesn’t delete the related record itself; it will only delete the relationship between the two records.

Expand the list of related records by clicking on the rightmost down arrow against the relevant entity type.

Now click on the vertical ellipsis on the right-hand side of the related record you want to delete, then click Remove relationship. The other record is now unrelated to the current record, and is therefore no longer shown in the list.

!If a related record defined as the Primary related record is removed, you will need to manually select or add another related record for that record type and set it as the primary to transfer that status to another related record.