Associate Related Clients

This article details how to associate related clients.

To associate Related Clients:

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients list that displays, click the Name of the client you wish to access.
5. From the Settings tab of the Client Edit page, expand the Related navigation menu
6. Click Clients.
7. Select the clients from the All Clients list, and use the Add button to move them to the Selected Clients list.