Update or edit client relationships

How do I update or edit client relationships?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago

Manage relationships

Here are the steps to update or edit a client relationship:

  1. Navigate to the Clients page

  2. Select a client record to which you are updating

  3. Go to the Relationships page

  4. Select dropdown, then Edit or Delete

  5. Complete update and Save

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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