Delete the relationship

Use when the relationship has been:

• Added by mistake and you want to remove it.
• When you don't need to keep a record of the relationship.

To completely delete the relationship from IRIS Elements:

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.

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. Go to the Relationships tab.
4. From the vertical 3 dots menu of the relevant record, select Delete relationship.
5. Select Delete.