Select a Participator

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Overview

You can search for and select a participator from a list of clients or contacts held in the database or from those clients and contacts that are associated with the client.

Search for a participator

To search for a participator to add to the CT600A data entry area:

  1. Access the Participator detail data entry window by adding a participator.

  2. Click the ellipsis button alongside the Name of Participator field In the Detail data entry window.

  3. In the client/contact search window, in the Search for field, enter the name (or part of the name) of the record you want to locate.

  4. Select the Search any part of name / code check box if required.

  5. Click Search.

  6. In the results list, double-click the client or contact you want to add as a Participator.
    The Search window closes and you will return to the Participator detail window

NOTE

Selecting a client or contact in this way will automatically create a relationship called an association. You can see the associated clients and contacts on the Associated tab.

You can either:

Select an associated participator

A list of participators that are linked by the relationship Has participator of is displayed in a drop down list in the Name of Participator field in the Participator detail data entry window.

  1. Click the downward arrow to see the list of Participators associated with the client.

  2. Click a client or contact you want to add.

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