Record client relationships
Add directors, trustees, beneficiaries and other connections on the client record, then inspect the relationship map.
Source reviewed Product documentation
A company record tells you little until you know which people sit behind it. Open the client in Clients and use Relationships to record its connected people and entities.
The full map and the controls for adding or removing a relationship live on that tab. The Overview page keeps a smaller Related card; use View map when the structure needs room. Record the relationship itself rather than burying it in a note, so the same directory can be read in Verify and the other BeforeMay products.
For an ownership question, check the direction and type of each link before relying on the map. The Beneficial owners card is derived from the relationships recorded so far; an incomplete map can leave that card with nobody it can identify. Add the missing shareholders, trustees or directors under Relationships and check again.