How do I create multiple relationships for the same person/entity(e.g. Director/Shareholder/PSC)?
To create multiple relationships for the same person/entity, complete the following steps:
- Launch Practice Manager.
- Double-click on the relevant client.
- Click on Relationships.
- Add the individual/entity first by selecting Create Relationship.
- Click on Finish and Save.
- Tick Show all available relationship headings box at the bottom left of the screen.
- Hold Ctrl on the keyboard and click to drag the relationship onto the additional area as required – Holding Ctrl will copy the relationship, if you simply want to move the relationship, you can move the individual/entity by dragging the relationship into the relevant headings.
Cookie Settings