Can I edit the relationships types that are in use in the app?
The relationship types (for family, children, and friends, as well as the types of advisors) are currently hard-coded into the application. In the future, we may update this to support customization on a per-firm basis; however, for now, the list remains fixed.
If you feel a type is missing, please let us know: support@decisionvault.com.
Frequently Asked Questions
Can I add my own relationship types?
Not at the moment. The list of relationship and advisor types is fixed, though we may allow per-firm customization in the future.
What if a relationship type is missing?
Let us know at support@decisionvault.com and we will consider adding it.