Associations Tab of Employee Info Center

Use the Associations tab to associate one or more client or contact records with an employee record. You can associate your firm's current clients and contacts and prospective clients and contacts for future work.

Contents

Clients Grid

Use the Clients grid to associate clients with employees. You associate a client record with an employee record when you add it to the Clients grid. Both records reflect the association. A client record must exist in your database before you can associate it with an employee record. The fields on this grid display information from the current client record in the Client Info Center.

Field	Description
Clients Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, 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 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 this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a client to the grid.
Remove	Click this option to remove a client from the grid.
Name	This field displays the client's name. Click Edit to use the Text Editor to enter information.
Relationship	Use the drop-down list to select the employee's relationship to the client. You define employee relationship options in Code Table Configuration.
Description	Use this field to enter additional information about the employee's relationship to the client.
Type	This field displays the client type.
Status	This field displays the client's status, which reflects your company's current relationship with the client. The client's status can be Active, Dormant, or Inactive.

Contacts Grid

Use the Contacts grid to associate contacts with employees. You associate a contact record with an employee record when you add it to the Contacts grid. Both records reflect the association. A contact record must exist in your database before you can associate it with an employee record.

The fields on this grid display information from the current contact record in the Contact Info Center.

Field	Description
Contacts Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, 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 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 this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a contact to the grid.
Remove	Click this option to remove a contact from the Contacts grid.
Name	This field displays the contact's name. Click Edit to use the Text Editor to enter information.
Title	This field displays the contact's title.
Client	This field displays the name of the client associated with the contact.
Phone	This field displays the contact's phone number.
Relationship	Click in this field and use the drop-down list to select the employee's relationship to the contact. You define employee relationship options in Code Table Configuration.
Description	Enter information about the employee's relationship to the contact. Click Edit to use the Text Editor to enter information.
Address	This field displays the contact's street mailing address.
City	This field displays the contact's city mailing address.
State/Province	This field displays the contact's state or province.
Zip/Postcode	This field displays the contact's ZIP or postal code.