Do you want to create a Joint Client?

Create a Joint Client?

Check the checkbox to create a Joint Client.

Code

Enter a Code for the Client or leave blank.

Link As

Select a Contact Method id to be included or leave blank. Note These Clients will be linked via a Contact Method of eg. "NOK" Next of Kin.

First

Select from the dropdown box the first Partner Type ie: Husband or Wife to be entered as the first client record.

Second

Select from the dropdown box the Second Partner Type ie: Husband or Wife to be entered as the second client record.

Click on the Form Open button, to open the Information Lists form. Click here for more information.

Checking this will create a second Client with many of the same details as the First Client.

Joint Clients will have the same Address and Contact details as the First Client and you will only have the option of entering very basic details for the Joint Client.