Hello guys.
I'm looking for a way to link related accounts horizontally.
Let's say you have "Client 1" account and then "Attorney 1", and "CPA 1" accounts.
Relationship that I was to establish between them would be based on the role :
"Attorney 1" is related to "Client 1" in capacity of Attorney and to "CPA 1" as Attorney to.
"CPA 1" is related to "Client 1" as "CPA" .
So if I will bring up the screen for "Client 1" I should be having sub-panel that lists "CPA 1" and "Attorney 1" with their respective rols.
Thanks,
Yuri.


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