Link clients to each other: spouse, family, friends

A client's spouse, parent, child or friend is a client of their own, linked to them. The link shows on both of their pages, and calls, texts, emails and notes logged on one of them show on the other, marked with the name.

Steps

1. Open the client and choose Add Relationship under Relationships.
2. Pick what the other person is to them: Spouse or Partner, Parent, Child, Sibling, Friend, Colleague, Business Partner or Other with a word of your own, like Attorney.
3. Search your clients by name, email or phone and choose one, or choose New Client and enter their name, phone and email. They become a client and are linked in one step.

What you'll see

• The other client's page shows the link back, with the matching word: a parent's page says Child.
• Under Activity, an entry logged on a linked person is marked with their name and the relationship. Referrals and tasks stay with the person they belong to.
• On a new referral, each person linked to the client is offered with one tap, so a couple goes on together.
• Remove on a relationship clears it from both pages. Neither client is deleted.

Only you and your organization see relationships. An agent you share a referral with doesn't.