Relatives

Relatives

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Relatives module to list the attorneys, accountants, insurance agents, and other Relatives who help a client but who are not employees of the firm.

Actions

 

Follow the instructions below to perform tasks such as creating, editing, and exporting Relative records.

To…

Then…

Create a Relative record

  1. Access the Relatives Create form using one of the following:
    • Click Relationships > Relatives > Create Relative from the Navigation menu.
    • Click Create New on the Relatives List View.
  2. Complete the Relative Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of relatives

Click Relationships > Relatives > View Relatives.
The Relatives List View displays.

Display the details for a relative

Click the Relative name in the Relatives List View.
The Relatives Detail View displays.

Edit relative information

  1. Access the Relatives Edit View by doing one of the following:
    • Click Edit in the Relatives Detail View.
    • Click the edit icon (pencil) associated with the Relative record in the Relatives List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Relative records

  1. In the Relatives List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Relatives Detail View.

Update information related to multiple relatives

  1. In the Relatives List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate relative information

Click Duplicate in the Relatives Detail View. Duplication is a convenient way of creating a similar relative. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Relatives List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Client

Click the client who has a relationship with this relative on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter.

Assigned to

By default, the record is assigned to the creator of the Relative record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Relative

Click the Relative in the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter.

Relative Name

Enter the name of the relative if that person does not exist in the contact list and you do not intend to add them.

Relationship

Enter the relationship.

OK To Speak To

Click the checkbox if it is okay for the firm to speak to this relative.

Send Statements

Click this checkbox if the relative receives client account statements.

Send Mail

Click this checkbox if the relative receives mail related to this client.

Send Reports

Click this checkbox if the relative receives reports related to this client.

Description

Enter additional details about the relative.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Relative, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.