Related tab

IRIS will take you to this screen automatically when you have finished setting up a new client through the client browser.

Alternatively:

Click the magnifying glass in the Client field, highlight the client and select View. In Time and Fees: select File | Clients | View.

Click the Related tab.

This screen is used to insert or amend clients on the database that are related to the selected client. Related clients include the following, depending on the client type:

• Spouse

• Proprietor

• Company secretary

• Employees

• Directors

• Partners

• Trustees

• Settlor

• Beneficiary

• Officers

Initially the list includes all related parties, use the tick boxes to filter the display and restrict the list to particular types.

Use the View client button to amend the details (e.g. name, address) of one of the related clients.

Use the Involvements button to:

• enter new related clients

• change the involvement details for a client (e.g. the date a person became a director).