Associations Tab of the Employees Form (Desktop)

Use the Associations tab in the desktop application to associate one or more client or contact records with an employee record. You can associate your firm's current clients and contacts and prospective clients and contacts for future work.

Contents

If you use multiple companies, the following applies:

• The data that you enter on this tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time tab of the Employees form.
• If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Clients Grid

Use the Clients grid to associate clients with employees. You associate a client record with an employee record when you add it to the grid. Both records reflect the association. A client record must exist in your database before you can associate it with an employee record. The fields on this grid display information from the current client record in the Firms hub.

Field	Description
Clients Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print 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 grid 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 the field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a client to the grid.
Remove	Click this option to remove a client from the grid.
Name	This field displays the client's name.
Relationship	Use the drop-down list to select the employee's relationship to the client. You define employee relationship options on the Lists tab in Labels and Lists Settings.
Description	Use this field to enter additional information about the employee's relationship to the client.
Type	This field displays the client type, such as Commercial or State Government.
Status	This field displays a setting that reflects your company's current relationship with the client: Active, Dormant, or Inactive.

Contacts Grid

Use the Contacts grid to associate contacts with employees. You associate a contact record with an employee record when you add it to the Contacts grid. Both records reflect the association. A contact record must exist in your database before you can associate it with an employee record.

The fields on this grid display information from the current contact record in the Contacts hub.

Field	Description
Contacts Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print 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 grid 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 the field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a contact to the grid.
Remove	Click this option to remove a contact from the Contacts grid.
Name	This field displays the contact's name. Click Edit to use the Text Editor to enter information.
Title	This field displays the contact's title.
Client	This field displays the name of the client associated with the contact.
Phone	This field displays the contact's phone number.
Relationship	Click in this field and use the drop-down list to select the employee's relationship to the contact. You define employee relationship options in Code Table Configuration.
Description	Enter information about the employee's relationship to the contact.
Address	This field displays the contact's street mailing address.
City	This field displays the contact's city mailing address.
State/Province	This field displays the contact's state or province.
Zip/Postcode	This field displays the contact's ZIP or postal code.