To associate clients that already exists in your database:
- Go to the PERSONAL section ‘Notes’ page of each record and make a note of the system client reference number.
- 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.
- Go to the main PERSONAL screen and define the relationship between the client and the partner.
- 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.
- 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.