How can I add a new relationship type for the dropdown list below when I add a new stakeholder? This is the standard list of stakeholder relationship types that come with Careflo by default:
You can add new Relationship types for Stakeholders in this Administration->Relationships screen
Simply click Add Relationship and choose:
Relationship Name - This is what will show in the dropdown and be displayed when viewing the relationship once a stakeholder is added with this type.
Boost - Optional number entry that determines the order it is displayed in the dropdown. The higher the number the higher it is displayed in the dropdown list. This is normally not needed to be changed unless you will have more than 10 relationship types.
Screen for adding a new relationship type for selection with new stakeholder: