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 associated with multiple Other Clients who will be the Trustees. It is then simple to print a report of all trustees belonging to a particular trust. Multiple relations may be associated with a single client
Access
- [F2]
Lookup on Relationships Field from the Add/Edit client screen Relationships button
Search Criteria
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