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.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- 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.
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To change the From and To dates for the relationship, select edit from the More options icon.
- You can delete the relationship by selecting Delete from the More options icon. Select Delete when prompted to confirm.