Managing Client Associates

Client associates are individuals, businesses, or other entities outside the client’s organization who are authorized to provide additional information about the client when required, such as banks or lawyers. An associate can be assigned to one or multiple clients as a business affiliate A business that is associated with a client as an affiliate. A business affiliate is not a member of the organization. For example, a business affiliate could be the client's attorney, banker, or lawyer., referral A business contact that is associated with a client as a referral. A referral is not a member of the organization. For example, an attorney that refers a client to your firm is considered a referral., or both. For example, your firm may have clients that are related and work with the same associates. Associates you create are available for assignment to the open client and other clients.

Client associates should not be mistaken for client contacts. Client contacts are persons in the client’s organization or relation who are responsible to represent the client. See Managing Client Contacts for more information.

To manage client associates, do the following:

1. Open Dashboard, click Configuration on the navigation panel, and then click Client under Client Manager.
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. All saved associates display in the grid.
4. Select from the following available options:

   Component	Description
   New	Click New on the button bar or right-click the grid and select New from the menu to create an associate. See Adding or Editing Client Associates for more information about saving client associates. Note: You can also create an associate by copying an existing associate. See Copy below for more information.
   Open	Do one of the following to display the client associate profile for review or editing purposes: Double-click an associate in the grid. Select an associate in the grid and click Open on the button bar. Right-click an associate in the grid and select Open from the menu. See Adding or Editing Client Associates for more information about saving client associates.
   Copy	Select an associate in the grid and click Copy on the button bar or right-click in the grid and select Copy from the menu to create an associate with the same attributes as the selected associate. You can modify the new associate's information if necessary.
   Delete	Select an associate in the grid and click Delete to remove the associate from all grid views. Deleted associates will be unassigned from all clients.
   Print	Click Print on the button bar or right-click in the grid and select Print to send the list of client associates' information to any printer installed on your machine for reference or filing purposes.
   Export	Click Export on the button bar or right-click in the grid and select Export from the menu to save the list of client associates' information to an external XLS, XPS, or PDF file.
   Show All Assigned	Click to display only the client associates assigned to the client. The associate can be assigned to the client either as a business affiliate or a referral.
   Refresh	Click to update the grid with changes saved by other staff.

5. You can assign client associates as a business affiliate A business that is associated with a client as an affiliate. A business affiliate is not a member of the organization. For example, a business affiliate could be the client's attorney, banker, or lawyer. or as a referral A business contact that is associated with a client as a referral. A referral is not a member of the organization. For example, an attorney that refers a client to your firm is considered a referral. by selecting the corresponding check boxes in the grid.

Note: Enter the client associate name in the search box located above the grid to quickly find a client associate in a large list of associates.

6. 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 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.

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