Link Client Records

Linking client records provides a quick way to navigate from one client record to another that have any type of relationship.  Clients that belong to a group record are automatically linked, but you can link individual clients that are not in a group record.

1. Getting started

Locate the Linked Clients widget on a client record.

2. Create a link to another client record

Click the Link to another client hyperlink to display a client search box.  Upon locating the client name that you want to link to, click the Link Client button to save.

3. Use the hyperlinks to navigate to linked client records quickly