Noted

See how your clients are related to each other by linking them with client relationships. Relationship types can be customised to your requirements. 

To manage your organisation's relationship types: 

Navigate to Administration via the Switcher

Select Client settings from the menu

Click Relationship types on the left to bring up a list of existing relationship types

Enter the name of the relationship type and click Save relationship type to confirm

1. Navigate to Administration via the Switcher 
2. Select Client settings from the menu
3. Click Relationship types on the left to bring up a list of existing relationship types
4. Select Create relationship type
5. Enter the name of the relationship type and click Save relationship type to confirm

Tip: Click on an existing relationship type to edit or disable it

Customise the relationship types for your organisation

Managing Relationship types

Create a custom design with text, images, and links