 shersey
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| Joined: 23 Jun 2006 |
| Total Posts: 7 |
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Clients
Posted: 26 Jun 2006 08:17 AM |
| I notice that when I added the husband of a new client that he is listed in the client info as well as someone seperate and I did attach them as a relationship is it correct that he should be showing up in client files? |
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Re: Clients
Posted: 26 Jun 2006 09:00 AM |
Hi shersey,
The Relationships tab will only connect files together, so any person that you would like to be listed in the Relationships tab will need to have their own file. Hope that makes sense, but just let me know if you need more explanation. :)
Typically, with clients, the Relationships tab is only used to connect the people who are participating in services at your center. For example, if a husband and wife are both coming to your center for some type of service, and therefore both had a client file, they would be great to connect using the Relationships tab.
Hope this helps. :o)
Sarah |
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