Adding Client Relationships

1. Click "Clients" from the Sidebar Menu.

2. A list of all of your clients will appear. Click on the client that you want to edit.

3. A pop-up will appear. Click "Edit" in the top right of the page.

4. Scroll down to "Additional Information" and select "+Relationships". 

5. A pop-up will appear. Enter the Relationships information in the respective fields. The pink asterisk notates required fields, including: Relationship Type. When you're finished, select the pink "Submit" button at the bottom. 

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