Various other relationships can be set up too. Click on the article in Additional Resources below to view.
- Go to Clients>Type name of client> Click Search> click on the client name
- Open the customer's Profile screen
- Click on Relationships to open
- Click on 'Assign'
- In the Lookup bar, type in the name of the customer who referred/ was referred by the customer from Select a Client
- From the drop down on the far left, Select either 'x Referred y' or 'x was Referred By y' as appropriate
- Click on Add Relationship to save
- From the customer's Profile screen, you may now view the relationship for either customer under Relationships