Set up associations

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.