ADDM266 - ADD user guidance: relationship details (action guide)

To view the customer’s Relationship Details, consider steps 1 to 4 below

1.	To view a customer’s Relationship Details, you must first be in the Account Summary screen.
	If you are not in this screen
	Follow the guidance in Account Summary ( ADDM206) Then Go to step 2
2.	To view the
	Relationship Details Scroll down the Account Summary screen until you can view the Relationship Details section Click on the NINO hyperlink to view the Account Summary for the related person Relationship History Click on the Relationship Historic Details hyperlink on the right hand side of the screen Then Go to step 3
3.	You will be able to view the Related Person’s details by clicking on their NINO
	The Relationship Historic Details screen will display all the individuals with a personal or business relationship to the customer Hover the mouse over the Maintenance Data text to view the details of the office that last updated the record From this screen you can go to the following screens by clicking on the appropriate hyperlink Account Summary Name History Contact Details Address History Interests History Award History Go to step 4
4.	To go back to the
	Account Summary screen, click on the Account Summary hyperlink at the top of the screen ADD Home screen, click on the [Close] button
	Note: If you accessed the Account Summary screen from the Person Trace screen, click on the [Close] button to go back to the Person Trace screen and then click on the [Close] button on the Person Trace screen to go back to the ADD Home screen