Add client relationship

How do I add a client relationship?

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

add relationship

Here are the steps to add a client relationship:

  1. Navigate to the Clients page

  2. Select a client record to which you are adding a relationship

  3. Go to the Relationships page

  4. Select Add, then relationship

  5. Complete form and select Connect

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