Add New Contact Wizard - Step 5

Last modified 07:45, 24 Apr 2017

Overview

You can set up as many associations as needed using this Step of the Wizard. The details you enter in the Associated Contacts window appear on the Associated tab of the Contact page.

Add an association with existing contacts

  1. In the Associated Contacts window, click Add to associate the contact with an existing person or organisation in the database.

  2. In the Associate Existing Contact window, in the Relationships table, select the relationship that the client has with the contact in the database.

The relationship is displayed in the Relationship field.

  1. Click the Ellipsis button bttn_ellipsis.gif in the Contact field.

The Find Contacts window opens.

  1. In the Search for field, type in the name or part of the name of the contact to search for and then click Search.
  2. On the results list double-click the contact you want to associate the new contact with.

The selected name is displayed in the Contact field.

  1. Enter details in the Start Date and End Date fields (if there is an end date for the associaton) and then click OK.

The new association is displayed in a box in the Associated window.

  1. Click OK.

The new association is displayed in the Associated Contacts window.

  1. Click OK again

  2. On the Wizard, click Finish.

The contact is created and the Contact page appears.

Note

When you add a new associate, they become a contact in the database. In turn, you can search for them, complete their details in their Contact page as you would with any other contact. You can convert the contact to a client whenever required.

Add an association with a new contact

  1. Click the Add New button to open the Associate New Contact window.

  2. From the Relationship table, select a relationship that you want to establish for the client.

The selection is displayed in the Relationship field below the table.

  1. Enter details in the Start Date and End Date fields (if there is an end date for the associaton).

  2. Enter the details of the person in your practice who will be responsible for this new client in the Partner, Department, Office and Company fields.

  3. If the association is an organisation, select the Organisation check box. This action turns off unnecessary fields on the right hand side of the Associated New Contact window.

  4. Enter identifying information about the new client in the fields shown on the right hand side of the Associated New Contact window and then click OK to save the details and close the window.

The new association is listed in the Associated Contact window.

  1. Click the Next button.

  2. On the Wizard, click Finish.

The contact is created and the Contact page is displayed.

Note

When you add a new associate, they become a contact in the database. In turn, you can search for them, complete their details in their Contact page as you would with any other contact. You can convert the contact to a client whenever required.
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