Client Associates

The Client Associate form stores personal information about individuals or parties related to the client. Information about an associate would be entered here.

Client Associate

As a rule, if you have an address for the name you are entering, then use the Client Associate form. Then your letters and reports can use this address information when printing.

Class

From the pick list on this field, select a general category for the information entered in this Client Associate form. There are many possible uses, not just client associates. You can define your own classes and add to the pick list on this field.

Type

Enter the relationship this party has to the client. You can customize this field to suit your needs. Define your own types and add them to the pick list on this field.

Name

Type the associate's Name here.

Generation

Press F2 to pick the Generation of the associate. (Jr, Sr, II, III etc.)

This field is optional.

Contact

This is the name of the contact person at the address or phone number. By default, this is the same as the Name field, except that it is formatted as "{First Name} {Last Name}" for printing on reports and letters. You can enter a different name here, if you wish.

This field is optional.

Legal Entity

You can optionally pick a Legal Entity such as Ltd. or Inc.

This field is optional.

Same Address As Main Client

Click, or press the spacebar, in this field to flag the system to use the client's address when printing letters to this associate. If a different address is displayed on this form, it will be hidden when you check the 'Same Address As Main Client' box.

Address OK

Click, or press the spacebar, in this field to flag the associate address as valid. When the box has a check mark, letters will be printed to this associate.

If the Address OK box is unchecked, letters will not be printed to this associate.

This field is hidden when the 'Same Address As Main Client' box is checked.

Address

Enter the associate's address here. This is the first address line. Additional fields are available to complete address information. You can use them as you wish, unless you intend to report to credit bureaus.

Address 2

Continue entering the associate's address here, or leave the line blank if you don't need it.

Street Number

You can store the Street Number in this field if you wish. It is an optional field.

City

Enter the City name here.

State

Enter the State name or code here.

ZIP

Enter the ZIP code here.

Country

Enter the Country name here.

Email

Enter the associate's Email address in this field. The field is optional.

Home

Enter a home phone number here.

Press F2 on this field to activate the Auto Dialer.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Phone Ext

Enter an extension to the phone number if needed. You might also use this to store an ID number.

Work

Enter a Work phone number here.

Press F2 on this field to activate the Auto Dialer.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Work Extension

Enter an extension to the phone number if needed. You might also use this to store an ID number.

Other

Enter an additional phone number here.

Press F2 on this field to activate the Auto Dialer.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Other Extension

Enter an extension to the phone number if needed. You might also use this to store an ID number.

Cell

Enter a Cell phone number here.

Press F2 on this field to activate the Auto Dialer.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Cell Ext

Enter an extension to the phone number if needed. You might also use this to store an ID number.

SSN

Type the associate's Social Security Number here.

DL

Enter the associate's driver's license here.

You can use this field to store other alpha-numeric information.

DOB

Enter the associate's Date of Birth in this field. You may press F2 to bring up the calendar, or type the date as MM DD YY.

You can use this field to store a different date for your own purposes.

Percent

This field is for your own use. You can use it to store a percentage amount.

Amount

This field is for your own use. You can use it to store a currency amount.

Timezone

This field holds a POSITIVE or NEGATIVE integer indicating the Timezone of this Client Associate. Timezones are standard integer values calculated from GMT (Greenwich Mean Time). To set this field automatically, please refer to Help topic, How to Use Control Files.

EMAIl OPT IN

Switch this box ON to include this associate in emails when the 'CC Cosigners' box is enabled on batch letters.

User 1

This field is for your own use. You can use it to store other alpha-numeric information.

User 2

This field is for your own use. You can use it to store other alpha-numeric information.

User 3

This field is for your own use. You can use it to store other alpha-numeric information.

User 4

This field is for your own use. You can use it to store other alpha-numeric information.

Speech

This field allows you to track the language that the Associate speaks. This is a string field.

OK

Select this button to save any changes you have made and return to the previous form.

<<

Select this button to go to the previous associate for this client.

>>

Select this button to go to the next associate for this client.

New

Select this button to open a new blank Associate form.

Delete

Press this button to delete the currently displayed record.

When you are viewing the Client Associate list that displays when you select the ASSOCIATES tab on the Client form, you can delete a highlighted line item in the Client Associate list.

Cancel

Select this button to ignore any changes you may have made and return to the previous form.

Help

Press this button for help on the Client Associate form and links to related topics.

Edit

Press this button to open the currently displayed record for modifying.

When you are viewing the Client Associate list that displays when you select the Associates tab on the Client form, you can open and edit a highlighted line item in the Client Associate list.