This article will outline adding parties and assigning their roles to those entities. This creates a new profile and allows you to record as a firm contact.
It is recommended that you search for an existing relationship first so that you can avoid creating duplicate contact profiles.
Prospect
To add associated parties to the Prospect:
1. Locate the entity in your firm's Prospects tab
2. Hover over the profile and then choose 'open'
3. In the profile tab, select Associated parties
4. Select 'Add party'
Add a party (Search for an existing relationship)
Search for the person (or entity) you want to add as an associate. If they appear in the list below add them to the profile.
Click > Next step
Add a party (Manually create a new party)
If the party is new, you can manually create it.
Country (United Kingdom is the default)
Type of party
Individual, Company, Trust, Partnership, LP, LLP Estate and Other
If a Company or Trust are selected, then an additional type of entity is available.
Name
When manually adding a new party, you can record it as a firm contact
Click > Next step
Contact Details
In the Management section, you can do the following:
Email address
Phone number (Primary and Other)
Select + Add or Add and edit* to complete adding the party to the entity.
*Add and edit will allow you to update the client's roles as part of the add party process)