How to Add a Contact Relationship

1. Open the client detail page.
2. Click the Contacts tab.
3. Click Add Contact.
4. Search for an existing client/contact or create a new one.
5. Select the relationship type (Shareholder, Officer, Beneficial Owner, etc.).
6. Set the start date and optionally the end date.
7. Click Save.

The contact now appears in the client's contacts list with the specified relationship.