End or delete client relationships

There are two ways to remove an active relationship from a client record:

Add an Effective to date to the relationship record

Adding an Effective to date in a relationship record "ends" the relationship, but a record is kept of the relationship having existed.

If you're subscribed to IRIS Elements Company Secretarial, this also triggers a TM01 form if you're ending the relationship of a director to a company.

1. Go to the Relationships tab of the client record. Select Edit relationship from the menu icon next to the relationship record.

2. Enter an Effective to date and select Save & return.

3. The relationship record is removed from the Relationships list. To see the record, select the Show past relationships toggle.

   

Delete the relationship

Deleting a relationship completely removes the relationship from the client record. There is no record that the relationship ever existed. For this reason, it's best to only delete relationships if you:

• added the relationship by mistake and want to remove it

• don't need to keep a record of the relationship

1. Go to the Relationships tab of the client record. Select Delete relationship from the menu icon next to the relationship record.

2. Select Delete.

3. The relationship is completely removed from the client record.