Managing Client Associate Contacts

The client associate profile includes options to manage details about the contacts who work with your client associates, such as bankers or lawyers.

To manage client associate contact information, do the following: 

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Click Associates under Profile Information on the navigation panel.
4. Do one of the following to display the client associate profile:
• Add an associate. Click New on the button bar to add a client associate.
• Edit an associate. Select an associate in the grid and click Open on the button bar to edit an existing client associate.
5. Click Contacts on the navigation panel. All saved associate contacts display in the grid.

Note: If an associate contact's profile is set to use the addresses and phone numbers from the client associate's profile, that information will not display in the grid.

6. Select from the available options.

Component	Description
New	Click New on the button bar or right-click the grid and select New from the menu to create a contact. See Adding or Editing Client Associate Contacts for more information about saving client associate contacts.
Open	Do one of the following to display the client associate contact profile for review or editing purposes: Double-click a contact in the grid. Select a contact in the grid and click Open on the button bar. Right-click the grid and select Open from the menu. See Adding or Editing Client Associate Contacts for more information about saving client associate contacts.
Copy	Select a contact in the grid and click Copy on the button bar to open the Client Associate Contact Profile window. All information is copied from the selected contact except for the name, email, instant messenger, and notes data. Edit and save the new client associate contact profile. See Adding or Editing Client Contacts for more information about saving client associate contacts.
Sort	Right-click in the grid and select Sort > Sort Ascending or Sort > Sort Descending to change the grid sort order.
Print	Right-click in the grid and select Print from the menu to send the list of client associate contacts grid information to any printer installed on your machine for reference or filing purposes.
Export	Right-click in the grid and select Export from the menu to save the list of client associate contacts grid information to an external XLS, XPS, or PDF file.

7. Click one of the client associate profile Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new client associate. This option is available only when you are creating a new client associate.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

8. If you also changed settings in the client profile, click one of the Save buttons or cancel.

   Button	Description
   Save	Saves the changes and the window stays open for editing.
   Save & New	Saves the changes and opens a new window to create a client. This option is available only when you are creating a client.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected clients, see Editing a Client.