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This view represents the links between clients and their accountants.
The view cannot easily be phrased to cope with inadvertent duplicate relationships on the database because of the multiple target record types and relationship types.
You should also note that the default assumption (accountant = main agent) is not necessarily present on the database.
Certain business types do not have auditors (e.g. sole trades) and no auditor details will appear within the practice suite. However, it is possible that there is an auditor relationship present on the database (perhaps because of initial bridging of information from the 'client data screens' implementation). If such a relationship is present on the database it WILL appear in this view, even if the practice suite does not show it.
Base view suitable for advanced users.
ClientObjectType |
Type of client object |
ClientInternalId |
Internal identifier of client object |
TargetObjectType |
'B' related object is a branch, 'A' related object is an accountant |
TargetInternalId |
Internal identifier of the target object |
Type |
'AUD' for an auditor relationship, 'ACC' for an accountant relationship |