View Client With Links Overview
Advisors Assistant Mobile allows you to link names to each other so that you can track different relationships between names in your database. You can use links to track relationships such as:
|•||Employees to their employers for groups and 401k's|
|•||Referrals and other sources for your new clients and prospects|
|•||Other service providers like accountants and attorneys|
Once two names are linked, you can easily switch back and forth between the name records.
You can expand the links by clicking on the Accordion Bar. Then you can navigate to any linked name by clicking on the name on the list.
Adding, Changing, and Deleting Links required that you have the security rights to perform these tasks. Your Database Administrator provides these rights.