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Clients, Create Linked Records On The Fly

Sometimes you’ll want to create a link (i.e. between an individual client and his spouse) where the target record (e.g. the spouse) does not yet exist. In this case do as follows…

This procedure is particularly useful when entering addresses in the fact find. For example you could use this to enter the addresses of a client’s bank and doctor into appropriate Address Books (i.e. for subsequent re-use, rather than just as text in a single client’s fact find).