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How to add Related Entities

Any two entities can be related whether they are a couple, or a client and an SMSF

 

To add related entities from inside the client:

1. Navigate to Related Entities on the left side ruler of your client. 

2. Then click on Add Related Entity

3. Select the Relationship Type from the drop-down list.

Use this window to search for the client you want to relate and add to the entity. 

 

 

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