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How to Add a New Client Relationship

SureImpact allows you to record and manage client relationships, such as parent, grandparent, family friend, or other designated roles. These relationship types can be added to a client’s profile to help you accurately document their support network and maintain clear records for service coordination.

To add a client relationship:

  1. Open a client’s record.
  2. Click Relationships.
  3. Click Add New Relationships.
  4. In the Select a Client field, locate the desired client.
  5. Click the first drop-down menu to designate the current client’s relationship to the selected client.
  6. Click the second drop-down menu to designate the selected client’s relationship to the current client.
  7. Click Save. You can now see the newly-created relationship.