- Created by Suchi Govindarajan, last modified by MathangiS on Jun 20, 2018
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Step 5 — Associated contacts
Accountants Enterprise only
Details entered in Step 5 — Associated Contacts are transferred to the Associated tab.
One important association to set up is the contact’s bank. This information is needed to complete Step 6 of the Wizard.
You can enter contacts to associate with the contact type by:
creating an association to an existing contact whose details are already in the database.
creating an association to a new contact whose details are not in the database.
To associate a new contact type with an existing contact
Complete the mandatory steps in Step 1 — Personal details and responsibility and Step 2 — Extra details.
Click the Associated tab on the Wizard if it is not already selected.
Step 5 — Associated Contacts
Click Add.
- is displayed.
- This will add a relationship to a contact that already exists in the database.
- The
Select a Relationships type from the table that applies to the association you want to add.
- window opens.
- The selected relationship is displayed in the
- field.
Find and select the Contact.
Click the magnifying glass button in the Contacts field.
- The
Enter the name or part of the name of the contact in the Search for field.
Click Search or press [Enter].
- window opens.
Select the required contact from the displayed list.
Click OK.
- The search results are listed.
- The
- window closes.
- The selected contact is displayed in the
- field in the
Enter the Start Date of the association.
- window.
Enter the End Date of the association, if required.
- Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.
Click OK.
- Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.
- The
- window closes.
- The new association is displayed in
- .
To complete creating the contact type, click Finish.
The wizard closes and the Client/Contact/Supplier page is displayed for the new contact type. Click through the tabs to check, add or edit information.
This is the final step for creating a contact.
Alternatively, to continue entering details for the contact type using the Wizard, click Next.
Proceed to Step 6 — Defaults to add the contact type’s payment and bank details.
To associate a new contact type with a new contact
Complete the mandatory steps in Step 1 — Personal details and responsibility and Step 2 — Extra details.
Click the Associated tab on the Wizard if it is not already selected.
Step 5 — Associated Contacts
Click Add new.
- is displayed.
- To enter details of a new related contact (i.e., one that does not currently exist in the database).
- The
Select a relationship that applies to the contact you want to add from the Relationship table.
- window opens.
- The selected option is displayed in the
Enter the Start Date of the association.
- field.
Enter the End Date of the association, if required.
- Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.
Enter the details of the person in your practice who will be responsible for the new contact for the contact type in the Partner, Department, Office and Company fields using the drop-downs.
If the association is a person, select the Type to be Person.
- Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.
- The selection is reflected in the
- field.
- The
Gender
Title
First, Middle and Last name
Suffix
Salutation
Mailing Name
Initials
If the association is an organisation, select the Type to be Organisation.
- window changes to include only fields relevant to the person. Select and/or enter the information for the person association:
- The selection is reflected in the
- field.
- The
Pre Name
Main
Salutation
Mailing Name
Click OK.
- window changes to include only fields relevant to the organisation. Select and /or enter the information for the organisation association:
- This will save the details and close the window.
- The new association is listed in
- .
When you use Add new to create an association, the new contact is added to the database as a Contact. You can then click their name in the Associated tab or search for them and fill in the details in their Contact page as you would with any other contact. You can convert the new contact into a client or supplier, if required.
To complete creating the contact type, click Finish.
The wizard closes and the Client/Contact/Supplier page is displayed for the new contact type. Click through the tabs to check, add or edit information.
This is the final step for creating a contact.
Alternatively, to continue entering details for the contact type using the Wizard, click Next.
To proceed to Step 6 — Defaults to add the contact type’s payment and bank details.