Client/Client Relationship Details
Purpose
Associates existing relations to a client
Access
- Client Details |
Dialog Details
Details Specific Fields
Field | Explanation |
Client | Display only field |
Relationship | [F2] to |
Other Client | [F2] to |
Related Articles
Relationship Details
Purpose Allows the maintenance of user defined relations. Relations allow client associations so client with common interest can be easily maintained Example: a relationship may be a Trust. That relationship can be added to the trust client and then ...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/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 ...Client Import Routine
Concept Argos Vault provides functionality to import client records from an external source into a Vault Database. A tab delimited file can be generated which complies with a predefined format and used as the data source for the Client Import. This ...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