Associations Tab of Client Info Center

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.

Contents

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. 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.
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. 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 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.