How to Remove a Company Relationship

You can remove a Company Relationship on any of the following cards:

1. Client Card
2. Opponent Card
3. Payer Card
4. Entity Card

To remove a company relationship on the Client Card, head over to the Details-view, under Related Companies section.

Hover your mouse cursor over the company relationship you wish to remove, wait for a few seconds until the red Remove button appears.

After clicking on the button, the following dialogue will appear, then click on the OK button.

Once you are done, the company relationship will be removed from the Related Companies section as below.

Note:

1. Ensure that you are either a Client Manager, Case Manager, or a User with 'Assistant'-role or 'Administrator'-right.