Careview Relationships - Delete Relationship record

Delete a Relationship Record on the Client Profile

Use the following steps to delete a relationship record on the Client Profile.

1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want).

2.      Click Relationships.



3.      The Relationships table displays. Under Action click Del on the Relationship record you want to remove.



4.      The following prompt displays for you to confirm the deletion.  Click Confirm to delete the Relationship record.