Client Group/Relationship Browse

Purpose

To provide a list of Groups associated with the client accessed

Access

1. [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 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 ...

• Group Browse

  Purpose To provide a list of Groups that have been established Access [F2] Lookup on Group Field from the Add/Edit client screen Client Group button Search Criteria

• 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

• 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 the Client Relationship Other Client [F2] to the other Client who is ...

• Client Browse

  Purpose To provide a list of all Clients whose details match the entered search criteria Access Client | Access Clients Quick Access Button [F2] Lookup on Client field Search Criteria Browse Specific Search Criteria Field Explanation Code Search both ...