Edit a Client Association on the Associations Grid

If you edit a client association, the new association information displays in the Associations grid in both client records.

You define client relationship options in Code Table Configuration.

To edit a client association, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Clients.
2. On the Associations grid of the Associations tab, click the row that contains the association that you want to edit.
3. Click Edit.
4. On the Associate a Client dialog box, edit the information and click OK.
5. Click Save.