Linked Person with another person


I was wondering how to go about how to link a person with another person (like add a family of people and can see who is part of the family) - this is what I want - I want to show my name listed under their profile too
and this is what shows when you select ‘Add’
then when I go on the linked customer profile, it’s blank

Please tell me how to go about it in instructions or refer me to somewhere I can do this
Tables -

  • Customer
  • Linked-Customer

References are what you’re going to what to investigate.

  • There are ample topics in the community about this, of all different varieties and situations, I would imagine you might be able to find something similar to help guide you.

If you want some step-by-step guides, I’ve put together some in-app guides that might help show you the way:

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