Adding Client Entities to Households and Organizations

Overview

When welcoming clients into your firm, you might find some who own multiple businesses, or you may need to create records for an organization's subsidiaries. For Household and Organization records, you can add Client Entities as child records, giving your team a complete view of every related business in one place. Once created, Client Entities appear on the Key Records and Structure subtabs in the Overview section, as well as the Client Entities subtab in the People & Relationships section.

Occasionally, Practifi Administrators may need to edit or add data for this and other objects. For more information on how to handle bulk data operations, please review our Using Salesforce Inspector Reloaded and Using Data Upload Templates articles.

• Create a Client Entity
• View Client Entities

---

Create a Client Entity

To create a Client Entity within a Household or Organization record:

1. Click the People & Relationships navigation icon.

2. On the right-hand side of the screen, click the caret button and select New Client Entity.

   

3. Enter the information for the entity. The only required field is Account Name.
4. Click Save. The Client Entity will appear on the Client Entities subtab.

---

View Client Entities

There are three places you'll find Client Entities on a Household or Organization record:

• The Client Entities area of the Key Records subtab.

  

• The Structure subtab within the Overview section.

  

• The Client Entities subtab within the People & Relationships section.