Setting up associations

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Use the Associations dialog to associate a contact with other clients, staff, and offices in Practice CS. When you associate a contact with a client, staff, or office, that contact becomes one of the client, staff, or office’s additional contacts.

By creating associations between contacts, you can access a client and all of their additional contacts in one place, giving you the ability to look up any contact to see which other clients, staff, or offices they are associated with. You can also set up business associates (such as a law firm or bank) one time in the application rather than for each client to which they are related.

Note: Clients, office, staff, and firm are user-defined terminology items. Your firm may refer to them by different names. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+SHIFT+H).

To associate a contact with other contacts, follow these steps.

  1. From the Setup menu, choose Firm, Offices, Staff, or Clients, depending on the type of contact you want to associate with another.
  2. Select a client, office, or staff member from the list, and click the Edit button.

    Note: If you are in Firm setup, you do not need to click the Edit button.

  3. Click the Contact Info tab.
  4. Click the More More button button next to the Associations field.
  5. In the Associations dialog, select a client, staff, or office from the list on the left and then click the Select button to associate the current contact with it. Or, you can click the Select All button to select all of the clients, staff, and/or offices at once.

    Notes

    • If you need to edit the list of contacts, you can right-click the list and choose from the context menu to add, edit, or delete clients, offices, and staff. You can also choose Filter from the context menu to narrow down the list of contacts (for example, if you want to see only staff contacts in the list).
    • Click the Type, ID, or Description column heading to sort the contact list by that heading.
    • Hover your cursor over the icon in the Type column for a tool tip indicating whether the contact is a client, staff, or office.
  6. Click OK to return to the setup screen.
  7. Click the Enter button to save your changes.

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