Relationships Tab Explained
Below are the instructions for "Adding" a relationship to a contact within your Clockwork database. Please know that when adding any type (partnered with, referred by, etc) the person you are adding MUST already be listed within your database (People section).
1. Click your "Relationships" tab:
2. In the small box on the left, select the "Type" of relationship, then in the text box to the right start typing in the name you'd like to add. Please remember the name/person must already be listed in your database or People section. You will see names auto-populate, select the one you wish to add.
3. Once selected and you click "Add", the name will appear within the tab. Remember you can always delete or add the relationship if need be under the "Actions" heading.