When you are working any client account in the Workspace you can cross-reference the selected client to one or more related client records. Once two clients are cross-referenced, you can easily jump from one client record to the other.
This topic contains these sections:
On this page you can create, edit, view or delete a Cross Reference.
Create a New Cross Reference
- Click the X-Ref tab on the Workspace. If there are any existing cross references for this client they will be displayed in brackets on the X-Ref tab.
- Click the New Cross Reference button. Some users may have restricted access to this button depending on their Security Profile.
- On the Cross Reference Maintenance form, enter a description of the link between the client and the cross referenced client.
- Enter the Client Number.
- Click Search to link to the entered client record.
- Click Save.
- A cross reference will be added to both the current and the cross-referenced client records.
Edit a Cross Reference
- Click the X-Ref tab. The total number of cross references that currently exist for this client is displayed in brackets on the X-Ref tab.
- All cross references for this client are displayed on the X-Ref page.
- Click the Edit Cross Reference button.
- On the Cross Reference Maintenance form, change the description of the link between the client and the cross referenced client or change the Client Number and click Search to re-link this client to a different client record.
- Click Save.
View a Cross Referenced Client
- Click the X-Ref tab. The total number of cross references that currently exist for this client is displayed in brackets on the X-Ref tab.
- All cross references for this client are displayed on the X-Ref page.
- Click the Client Number that you want to view. The client will be opened in the same workspace.
- Click the original client number on the X-Ref tab to return to the original Client record.
Delete a Cross Reference
- Click the X-Ref tab. The total number of cross references that currently exist for this client is displayed in brackets on the X-Ref tab.
- All cross references for this client are displayed on the X-Ref page.
- Click the Delete Cross Reference button.
