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
- SelectSetup, 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, thenEdit.noteIf you are inFirmsetup, you won't need to selectEdit.
- Select theContact Infotab, thenMorenext to theAssociationsfield.
- In theAssociationswindow, select aclient,staff, orofficefrom the list, then selectSelectto associate the current contact with it. Or, you can selectSelect Allto select all the clients, staff, or offices at once.note
- To edit the list of contacts, right-click the list and then selectAdd,Edit, orDeleteclients, offices, and staff. You can also selectFilterto narrow down the list of contacts (for example, if you want to see only staff contacts in the list).
- Select theType,ID, orDescriptioncolumn heading to sort the contact list by that heading.
- Hover your cursor over the icon in theTypecolumn for a tool tip indicating whether the contact is a client, staff, or office.
- SelectOKto return to theSetupscreen.
- SelectEnterto save your changes.
