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How to Set-Up the Responsible Party in a Client Record

Step by step video guide here:

  1. Select the Client Search icon.
  2. Type the “Client Name (Last Name, First Name)” in the Client Search bar.
  3. Click to select the “Client Name” from the search results.
  4. The Client record will open.
  5. Select the Search icon.
  6. Type “Client Information (C)” into the search bar.
  7. Click to select “Client Information (C) (Client)” from the search results.
  8. The Client Information (C) screen will open.
  9. Click the Contacts tab.
  10. The Contacts tab will open.
  11. Type the Contact’s information in the Contact Information section.
  12. Check the Financially Responsible checkbox.
  13. Type the Contact’s Phone Number(s).
  14. Type the Contact’s Address.
  15. Check the Mailing checkbox. This ensures that the financially responsible party receives billing mail.
  16. Select the Insert button.
  17. Select the Save button in the toolbar.