Add a Client Association to the Associations Grid
When you add a client association to a client record, the association information displays in the Associations grid for both client records.
You define client relationship options in Code Table Configuration.
To add a client association to the Associations grid, complete the following steps:
- From the Vision Navigation menu, click .
- On the Client Info Center form, select a client record.
- On the Associations grid of the Associations tab, click Associate.
- On the Client Lookup, select the client that you want to insert on the Associations grid.
- On the Associate a Client dialog box, define the relationship between the two clients.
- Click OK. Vision closes the Associate a Client dialog box and adds the client association information to the Associations grid.
- Click Save.