New Related Contact
- Brittany Noethen
Owned by Brittany Noethen
- 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.
- Related Contacts are accessed via the Related Contacts section.
- Related contacts are 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.
- 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
Loading Related Contacts in the Account Wizard
- Related contacts can also be loaded in the Account Wizard as beneficiaries, which in turn will auto-populate the account paperwork.