Clients can be linked together using relationships. You can create your own customised relationship types if you want to record relationships outside of a client’s immediate family.
Adding relationships to a client
You can add relationships when creating a new client or by editing an existing client.
Navigate to 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
Adding and editing relationship types
The default relationship types available in Noted are
If you find the default list of relationship types are not reflective of your clients, you can create custom relationship types as well as edit or disable existing types in Administration.
Navigate to Administration via the Switcher and select Client from the menu
Click Relationship types on the left to bring up a list of existing relationship types
Select Create relationship type
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