Adding relationships in contact profiles allows you to manage connections between your clients. Follow these steps to add a relationship to a client profile:
Step 1: Access the Contacts Tab
In the left menu bar, select Contacts.
Step 2: Select the Contact
Choose the contact you want to add a relationship to, then click the Edit icon.
Step 3: Add a Relationship
In the Edit Contacts page, scroll down to the Relationships section.
Set the desired relationship, then select Done to save.
Frequently Asked Questions (FAQ):
Q: How do I add a relationship to a client profile in ARTERNAL?
A: Go to the Contacts tab, select the contact, click the Edit icon, scroll down to Relationships, set the relationship, and click Done.
Q: Can I add multiple relationships to a single contact?
A: Yes, you can manage multiple relationships in the Relationships section of the contact’s profile.