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Set up associations

Use the Associations window to associate a contact with other clients, staff, and offices.

When you associate a contact with a client, staff, or office, that contact becomes one of the client, staff, or office’s additional contacts.

Associating contacts lets you view a client and all related contacts in 1 place. You can quickly see which clients, staff, or offices any contact is linked to. It also lets you set up business associates (like a law firm or bank) once, rather than re-entering them for each related client.

note

Clients, office, staff, and firm are user-defined terminology items. Your firm may refer to them by different names. You can view the default names for user-defined items by selecting Help
, then Enable Default Terminology
(or select CTRL+SHIFT+H
).

Associate a contact with other contacts

Select Setup
, then select 1 of the following depending on the type of contact you want to associate with another:

Firm

Offices

Staff

Clients

Select a client, office, or staff member from the list, then Edit
.

note

If you are in Firm
setup, you won't need to select Edit
.

Select the Contact Info
tab, then More
next to the Associations
field.

In the

Associations

window, select a client
, staff
, or office
from the list, then select Select
to associate the current contact with it. Or, you can select Select All
to select all the clients, staff, or offices at once.

note

To edit the list of contacts, right-click the list and then select Add
, Edit
, or Delete
clients, offices, and staff. You can also select Filter
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.

Select OK
to return to the Setup
screen.

Select Enter
to save your changes.

This article applies to:

Product: Practice CS
Subject: Setup

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Set up associations

Associate a contact with other contacts

This article applies to: