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Relationships Page
Adam Evans
Owned by
Adam Evans
Jun 13, 2017
1 min read
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Accessing the Relationships Page:
Access the 'Client Overview.
Select 'Relationships' from the 'Personal Details' dropdown menu.
The relationship screen displays the links between clients, business associates, family members, etc
Linking Relationships
{"serverDuration": 37, "requestCorrelationId": "a7ade8f1f94548be878ae234caca99a9"}