Associating Clients

To associate clients that already exists in your database:

  1. Go to the PERSONAL section ‘Notes’ page of each record and make a note of the system client reference number.
  2. On the main ‘client’ record enter the associated client’s reference number in the partner’s ref box at the bottom of the notes page.
  3. Go to the main PERSONAL screen and define the relationship between the client and the partner.
  4. Go to the partner’s record and enter the client’s reference number in the partner field on the notes page in the personal section.
  5. Go to the main PERSONAL screen and change the client to partner, make sure the relationship is correct.

Switch to the partners record and repeat the process.