How do I create relationships for directors, company secretaries and partners in Practice Manager?

To create a relationship for a director, company secretary or partner who is listed in Practice Manager, complete the following steps:

Launch Practice Manager.
Double-click on the relevant company/partnership.
Click on Relationships.
Click on Create Relationship.
In the wizard, select the related client/contact in the list.
- If the director/partner is not in the list, select the New option and create the director/partner.
- Note: You can select client or contact in the drop down box.

Click on Continue.
Select Director or Company Secretary and enter the date of commencement.
Click on Continue and Finish.

NOTE: Don't forget to enter your clients UTR numbers in partnership records. These are a key component to finalising the relationships and ensuring that they link correctly.

Repeat the above instructions for all directors, company secretaries or partners you need to add.
Click on Continue until the Finish page.
Click on Finish and Save.

If you make any changes after an accounting period has been created, read the Knowledge Base article Error: Changes to officers don't update when I click on Refresh List.