Careview Relationships - Edit a Relationship Record

Edit a Relationship Record on the Client Profile

Use the following steps to edit 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 Actions click Edit on the entry you want to change.



4.      When the Edit Relationship screen displays, make the required changes to the Relationship record, then click Save.