Associate a Client Dialog Box

Use the Associate a Client dialog box to define the relationship between two clients in your database. You define client relationship options in Code Table Configuration.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Clients.
2. On the Client Info Center form, click the Associations tab.
3. On the Associations grid, click Associate.

Contents

Field	Description
Client A is a ... of/to Client B	Use this drop-down list to select the relationship of the current client record to the client that you want to add to the Associations grid.
Description	Enter a description of the association. Click Edit to use the Text Editor to enter information.
Client B is a ... of/to Client A	Use this drop-down list to select the relationship of the client that you want to add to the Associations grid to the current client record.
Description	Enter a description of the association.