- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Click on the “Connections” tab
- Click on the “Associated Clients” sub-tab
- Check the box beside each person you would like to remove the association for (or check the “Select All” box at the bottom)
- To remove one client, mouse over the Options icon to the left of their name and select “Remove Association”
- Click on the dropdown list at the bottom and select “Remove Association”
- Check the box confirming that this action cannot be undone
- Click [Remove Association]