Clients can be linked using relationships, providing an easy way to open a related client when viewing another client. You can update the preset relationship types to match terms used in your organisation.
Adding relationships to a client
You can add relationships when creating a new client or by editing an existing client
Navigate to a client you wish to add a relationship to and press edit client
Click on relationships
Either link the client to another client already entered in Noted or add a new client
Indicate the relationship and add notes as required
Click Link to Client and then Finish when complete