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How do I create multiple relationships for the same person/entity(e.g. Director/Shareholder/PSC)?

Article ID: 2824
Last updated: 17 Oct, 2019

To create multiple relationships for the same person/entity, complete the following steps:

  • Launch Practice Manager.
  • Double-click on the relevant client.
  • Click on Relationships.
  • Add the individual/entity first by selecting Create Relationship.
  • Click on Finish and Save.
  • Tick Show all available relationship headings box at the bottom left of the screen.
  • Hold Ctrl on the keyboard and click to drag the relationship onto the additional area as required – Holding Ctrl will copy the relationship, if you simply want to move the relationship, you can move the individual/entity by dragging the relationship into the relevant headings.
Article ID: 2824
Last updated: 17 Oct, 2019
Revision: 2
Views: 129
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