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
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/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/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 ...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 ...