Member Relationships

We have now included other client advisers (Doctor, Lawyer, Accountant etc...) in the 4th tab, as these were previously not in a handy place.

1.	At the bottom of the Conversation Screen you will find 4 tabs containing relationship links to other people or organisations.

2.	You can simply double-click on the end of the relationship line to navigate to that person or organisation.

3.	Over on the right you will now find a 4th Tab for Advisers.

4.	You can interact with the Advisers from here by clicking on their blue contact links.

5.	If you have just added a new relationship and it is not visible here, right click to refresh.