Setup (General)

Setting up associations

Use the
Associations
 dialog to associate a contact with other clients, staff, and offices in DT Practice. When you associate a contact with a client, staff, or office, that contact becomes one of the client, staff, or office’s additional contacts.
By creating associations between contacts, you can access a client and all of their additional contacts in one place, giving you the ability to look up any contact to see which other clients, staff, or offices they are associated with. You can also set up business associates (such as a law firm or bank) one time in the application rather than for each client to which they are related.
To associate a contact with other contacts, follow these steps.
  1. From the
    Setup
     menu, choose Firm, Offices, Staff, or Clients, depending on the type of contact you want to associate with another.
  2. Select a client, office, or staff member from the list, and select the
    Edit
     button.
    note
    If you are in Firm setup, you do not need to select the
    Edit
     button.
  3. Go to the Contact Info tab.
  4. Select the More button next to the
    Associations
     field.
  5. In the
    Associations
     dialog, select a client, staff, or office from the list on the left and then select the
    Select
     button to associate the current contact with it. Or, you can use the
    Select All
     button to select all of the clients, staff, and/or offices at once.
    note
    • If you need to edit the list of contacts, you can right-click the list and choose from the context menu to add, edit, or delete clients, offices, and staff. You can also choose Filter from the context menu to narrow down the list of contacts (for example, if you want to see only staff contacts in the list).
    • Select the Type, ID, or Description column heading to sort the contact list by that heading.
    • Hover your cursor over the icon in the Type column for a tool tip indicating whether the contact is a client, staff, or office.
  6. Select
    OK
     to return to the setup screen.
  7. Select the
    Enter
     button to save your changes.

This article applies to:

  • Product: DT Practice