Archiving an existing relationship is handled from the contact form.
To archive a relationship:
Click CRM, then Contacts.
Use the search bar to look for one of the contacts in the relationship.
Click the Relationships tab.
Within the relationships sublist, against the relationship we wish to archive, click the three dots, then Delete.
Click Delete a second time to confirm.
This will remove the relationship from the relationships sublist and move them into the archive relationships sublist again.
The process can be repeated a second time from the archive relationship sublist in order to fully delete the relationship from the system.
đ Note: The Relate to and Relate From fields do not automate archival of relationship records, but instead record the dates the relationship was valid from.