Use the Associations tab to associate one or more
client records with another
client record and to define relationships between the associated records. You can also use this tab to associate one or more employee records with a
client record.
Associations Grid
Use the Associations grid on the Associations tab to associate one
client with another
client and to define the relationship between them. To associate one
client record with another
client record, add the
client to the Associations grid. Both records reflect the association.
| Field | Description |
|---|
| Associations Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Edit
|
Click this option to edit a
client association.
|
 Associate
|
Click this option to add a
client association.
|
 Remove
|
Click this option to remove a
client association from the grid.
|
| Name
|
This field displays the name of the associated
client that is entered on the Associate a
Client dialog box.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Relationship
|
This field displays the relationship of the current
client record to the
client in the Associations grid that is entered on the Associate a
Client dialog box. Use this drop-down list to change the relationship. You define
client relationship options in Code Table Configuration.
|
| Relationship Description
|
This field displays a description of the relationship between the
client in the Associations grid and the current
client record that is entered on the Associate a
Client dialog box.
Click
Edit to use the Text Editor to enter information.
|
Employees Grid
Use the Employees grid on the Associations tab to associate employees with a
client and to define the relationship between them. To associate an employee record with a
client record, add the employee to the Employees grid. Both records reflect the association.
| Field | Description |
|---|
| Employees Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
|
Associate
|
Click this option to add an employee to the Employees grid.
|
| Remove
|
Click this option to remove an employee from the Employees grid.
|
| Employee
|
This field displays the employee's number as it displays in the corresponding Employee Info Center record.
|
| Name
|
This field displays the employee's name as it displays in the corresponding Employee Info Center record.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Relationship
|
Use this drop-down list to select the employee's relationship to the
client, such as
Client Manager or Former Employee. You define employee relationship options in Code Table Configuration.
|
| Relationship Description
|
Use this field to enter additional information about the relationship between the employee and the
client.
|
