Client/Client Relationship Browse
Purpose
To provide a list of Relationships associated with the client accessed
Access
- [F2] lookup on the Relationship field on the client details dialog
Search Criteria
When accessing the Relationship search from within a client, the client fields will be filled and disabled:
Related Articles
Client Group/Relationship Details
Purpose To provide a list of Groups associated with the client accessed Access Client Details | | Client Groups Relationship Browse Dialog Details Details Specific Fields Field Explanation Client Display only field Group [F2] to the required Group to ...
Client Group/Relationship Browse
Purpose To provide a list of Groups associated with the client accessed Access [F2] Lookup on Group Field from the Add/Edit client screen Client Group button Search Criteria When accessing the group search from within the client, the Client fields ...
Client Details
Purpose To add, amend or delete clients or contact the organisation may have. The client module has CRM functionality. It is important all contact are set up to make best use of that functionality. Timing Clients/Contacts may be added or edited at ...
Primary Client Contact Details
Purpose Allow the establishment of Client Contact details. When appropriate, communication replacement fields are created for Contact Details that are used in both client and account communications. Access This dialog may only be accessed from the ...
Relationship Browse
Purpose To provide a list of Relationships that have been established Access [F2] Lookup on Relationships Field from the Add/Edit client screen Relationships button Search Criteria