Keep track of how your clients are related to each other using client relationship management. Relationship types can be customised to your requirements.

  1. Navigate to Administration via the Switcher and select Client from the menu

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

  3. Select Create relationship type

  4. 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

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