Add Relationships

You may want to associate one Client with another (like a married couple or a parent and their child) or you may wish to associate/link that Client with a Network Partner (like a lawyer). Reach allows you to create individual Clients for each person but lets you associate them with multiple other Client and Network Partners, as "Relationships."

The instructions below outline how to add an alternate contact for a Client:

1. In the sidebar, click on Contacts

2. Select the Client you want to add an associated contact for

3. Select the Edit button in the top right

4. Scroll to Add Relationship and click either:

   1. Add Client Relationship

   2. Add Network Partner Relationship;

      Select the Contact in the dialog that appears

      • If you do not have the Client already saved, you can create one from this dialog you can select New Client/New Network Partner

5. Specify the Label for this Client/Network (e.g. Spouse or Lawyer) Note: the label for the Network Partner may be automatically chosen, if your Network Partner has a pre-established label when creating that Contact.

6. Optionally specify a Reverse Label which describes the relationship in the other direction. For example the label of "Spouse" could apply for both Clients but the labels of "Husband" and "Wife" are direction-specific.

7. Click Save

8. Repeat for as many relationships you want to add for this Client.

Now whenever you see a Client's details, the related Client will appear as well.