Sometimes you may want to specify additional clients that are related to a job but are not the main client. This could be someone like a tenant, a property manager or an insurance company.


ClickHome allows you to do this with the ‘Related Clients' section. To make sure this section is visible, you will need the ‘5021 – ContractClientLink’ opcode in your security permissions.

 

You will see that the ‘Related Clients’ section can be viewed on the info panel on the job at the Master Contract level as shown in the screenshot below:



Add Related Clients


To add a new related client, click on Related Clients > Edit




Select the type of relationship from the Type field. 


You are able to select from all clients in the dropdown menu and attach them to the contract. You can also create a new client here as well. 


Click on Save to confirm the related client entry.



The related clients you enter will appear in the tblContractClientLinks table in the database.


Once you have added a related Client, they can then be assigned as the client on a Maintenance Job. You may want to do this if they are the tenant living in the property.