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:
- From the Vision Navigation menu, click .
- On the Associations grid of the Associations tab, click the row that contains the association that you want to edit.
- Click Edit.
- On the Associate a Client dialog box, edit the information and click OK.
- Click Save.