There are two methods that can be used to add a Rate Deck from a Relationship.
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The second method is to use the Quick Add feature. This feature can be accessed from Relationship page (see image above) or from the Relationships table. In the Relationships table, find the relationship to modify in the main window and move your mouse cursor to the right of the STATUS field for that relationship. Left click on the three vertical dots that appear and the select Quick Add. Then select Rate deck.
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Either of the above methods, will display the Add Rating window.
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Name - The Rate Deck Name. Use a meaningful name to easily identify the purpose of the Rate Deck.
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+ Add Rating - Click to the Add Rating. If any required fields are empty then this button will place a red border around the empty required field and display the word Required beneath the field. Once the Rate Deck is defined the Location, Direction, Relationship, and Rate Deck type cannot be changed. If successful, the File section will be displayed.
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