Client Example - Employees Hub (Desktop)

You can associate client records with employee records.

Example

If you open the employee record for Evan Plumb and add Columbia University to the Clients grid on the Associations tab of the Employees form:

  • Columbia University and related client information displays in the Clients grid on the Associations tab of Evan Plumb's employee record.
  • Evan Plumb and related employee information displays in the Employees grid on the Associations tab of Columbia University's client record.

If you open the employee record for Evan Plumb and remove Columbia University from the Clients grid:

  • Columbia University and related client information no longer displays in the Clients grid on the Associations tab of Evan Plumb's employee record.
  • Evan Plumb and related employee information no longer displays in the Employees grid on the Associations tab of Columbia University's client record.
Parent Topic: Managing Employee Associations (Desktop)