Linking Relationships
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
Sometimes you'll have a few relationships that are linked. For example, you could have two private individuals that are married, or you could have a director of a company that wants to use a personal finance type!
Note: If the relationship is a private individual, you can link it to other private individuals. However, you can link a company to a private individual by opening the company first and the clicking the Add Rel. Link button.
To add a link, click 'Relationships in the top menu, then click the pencil icon on the relationship of your choice and then click the 'Add Rel. Link' button:
Here, you can choose which relationship it's linked to and what the link is:
Once you're happy with the link, click the ‘Save’ button.
Once saved, linked relationships are stored on both relationship pages under the 'Linked Relationships' table:
