View, edit or delete client relationships

The Relationships tab in any client record allows you to record any relevant relationships the client has with other clients or third-parties. 

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Select the Relationships tab. Any current relationships are shown. Select Show past relationships to see any previous relationships. Select the client name to view the record.
  4. To change the From and To dates for the relationship, select edit from the More options icon.

  5. You can delete the relationship by selecting Delete from the More options icon. Select Delete when prompted to confirm.