Adding Client Entities to Households and Organizations

Overview

When welcoming clients into your firm, you might find some that own multiple businesses, or you want to create records for an organization's subsidiaries. For Household and Organization records, you can add Client Entities as child records within the Entity record. Once created, Client Entities appear on the Key Records and Structure subtabs in the Overview section, as well as the Key Entities subtab in the People & Relationships section.

• 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.