Opening a Client/Contact from the Relationships Screen in a Client Record

Within the Relationships screen for any client, select Open Client/Contact for quick access to the related client’s record.



Article ID: 3282
Last updated: 23 Mar, 2023
Revision: 2
Tips and Tricks -> Opening a Client/Contact from the Relationships Screen in a Client Record
https://kb.taxcalc.com/index.php?View=entry&EntryID=3282