Changing An Existing Link
First, click on the Button on the View Contacts Screen. Then, click on the next to the Link you wish to change.
From the list of Links, click on the Icon.
Type any part of an individual's name or an organization's name. The system will automatically match on any part of the first or last name or a company name.
Change the Relationship by clicking on the field to drop down the list. The list of relationships is maintained using the desktop version of Advisors Assistant.
Reciprocal Links Not Affected
Changing a relationship or Link To has no effect on any other contact which may have a reciprocal link. That must be changed on that contact Record's link screen.
When you change a link or relationship, reciprocal links are not changed.