Adding New Data Protection Options ‘To Contact By’ and ‘In Relation To’

Adding New Data Protection Options ‘To Contact By’ and ‘In Relation To’

1. Click ‘Setup’.

1. Then click on ‘Client Screens’
   

1. Click either ‘Setup data protection Contact by’ OR ‘Setup data protection Relation to’ as shown below
   

1. Once you have clicked either option, you will need to free type the new option into the drop down field followed by clicking ‘Add’

1. Once you return to a client record you will see the additions into the relevant dropdown