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If a relationship is no longer active, it can be unchecked.
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Directions Subtab
For Field Services clients, you can note the directions to the location or add any notes regarding the location at the address that would be helpful for the client.
This is a rich text field and can support formatting and even a link to an outside map, such as a Google Maps link.
For example, at a farm, the mailing address may not be the same location as the animals for the site visit. A note that describes the correctly location to enter to find the production
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Mappings Subtab
Unlike the Linked Contacts tab, which are manual links provided by the client, the Mappings subtab is where automatic links generated by the Admission screen are added for RDVMs and Clinics to Owners as clients.
You can also manually add these links to associated RDVMs and Clinics to Owners and to each other on the Admission screen in the future.
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Filter Types
For businesses with many child clients, you can use the filter to narrow down the list if you are looking for a specific type of client.
In this example, the filter was set to ROI (release of information) clients to clear out all the individual clients on the list.
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Patients Tab
Accounting Tab
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