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]
Updated over 2 months ago