- Related contacts are mini contacts that can be used to store information about contacts that are connected in some way to your primary contact.
- They can be anything from the contact’s spouse to their CPA or attorney.
- Related contacts store the basic key contact info, as well as the relationship between the primary client and the related contact.
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- Related Contacts are accessed via the Related Contacts
- edited using the pencil icon in the display grid.
- Related contacts can be converted to full contacts by checking the box next to their name, then clicking on the convert to client button.
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- New Related contacts are created by clicking on the “Add Related Contact” by selecting the item from the Add menu on the Actions side menu
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- Related contacts can also be loaded in the Account Wizard as beneficiaries, which in turn will auto-populate the account paperwork
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