Search for the client you want to add an association to and click the record to open details on the right side.
Scroll down on the right side panel and select Add Association.
In the search field, type the client/contact name you want to associate with.
In the Add association window:
Select the Relationship type from the drop-down.
Select the Related relationship.
Enter the dates if required. Make sure the end date is not before the start date.
If you want to add another relationship, click Add another relationship.
Click Add Association. The Associations section in the client details will display the relationship details.
Click the down arrow () to view the details of the associations.
To edit or delete an association
To edit or delete an association, click the ellipses at the end of the record and select Edit/Delete.
If you've selected Edit, you can only edit the From and To date fields and not the relationship type. If you need to change the relationship type, you will need to add an end date or remove and create a new association
If you've selected Remove, select Remove in Remove association from client window. You can also add an end date to an association to retain the history.