CompleteEmpire

How to add third party advisors

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How to enter details for a client regarding their Third Party advisers i.e. Accountants, Lawyers etc

  1. Create a new account for the third party.
  2. Select Contact as the Activity
  3. Then will ask you contact type, select lawyer etc.
  4. Then add them as a relation or as a contact on client account or work.
  1. Create a new account complete fields as appropriate.
  2. In the {Activity} field select from the drop down list the activity as {Contact}.  
  3. Click [OK} to save. The Contact  -  Activity Details window opens.
  1. In the {Contact Type} field select from the drop down list the appropriate type of contact.
  2. In the Operating Locations Serviced click the appropriate location.
  3. Click on [OK] to close window. The Account Edit view is opened.
  1. You can then add the contact as a relation to the client in the Relationships tab in their account.

OR

  1. Add as contact in the clients account.

OR as a contact in the clients work.

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