How to…
Associating Organisations to Individual Clients
FAQs » Pre Sales FAQs » Associating Organisations to Individual Clients
To associate your Organisation clients to private clients, please complete the following steps:
- Go to the Associated Individuals tab
- Click on Add
- From the 1st drop down menu, choose the type of association
- From the 2nd drop down menu, choose the private individual
- Enter the date from when the association began
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