Can I associate existing client records?

There is an easy way to associate two individual clients held within CCD.

Identify the two client records and make a note of each System Client Reference. You can find the system client reference by navigating to the Personal link and then the Notes tab from each individual client record.
The Notes tab contains two reference numbers labeled System Client Reference and System Partner Reference.

The System Client Reference is the identifier for the record you are looking at and the System Partner Reference is the identifier of the record that is related to it. At the moment the System Partner Reference will be blank. You now need to populate it with the System Reference of the record you wish to associate with it.

For each client record you need to paste the System Reference number into the System Partner Reference of the opposite client record. For example Client A’s system client reference will need to be pasted into Client B’s system partner reference and then Client B’s system client reference will need to be pasted into Client A’s system partner reference.

The two records will now be associated.