Remove but keep a record of the relationship

Use when a company director has resigned or is removed from office.

Adding an end date (Effective to) to a relationship record "ends" the relationship on that date, but a record is kept of the relationship having existed.

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. Open the relevant client record.
4. Go to the Relationships tab.
5. From the vertical 3 dots menu of the relevant record, select Edit relationship.
6. Enter an Effective to date.
7. Select Save & return.

When the Effective to date occurs, the relationship is removed from the Relationships list of both clients. To view the record, select the Show past relationships toggle.