Here is the full list of Standard fields attached to Additional Parties in CLASS.
Name | Description | Edit Options |
Type | Other Party or Related Party. Possible to create sub-categories of these, which is powerful in Conflict Check . (These will appear in "Type" Column). Labeled as "Party Type" in Types & Categories | Types & Categories |
Person Type | Usually Individual etc, but may be level of govt etc. May be useful to localise | Types & Categories |
First Name | In Page | |
Last Name | In Page | |
Other Name | In Page | |
Organisation | Based on Person Type = Organisation | |
Additional First Name | In Page | |
Additional Last Name | In Page | |
Date of Birth Type | To show if known or estimate etc. | No |
Date of Birth | In Page | |
Gender | Types & Categories | |
Relationship to Client | "Relationship Type" in Types & Categories | Types & Categories |
Mobile | In Page | |
Other Phone Type | editable | Types & Categories |
Other Phone | In Page | |
Email Type | editable | Types & Categories |
In Page | ||
Address Type | editable | Types & Categories |
Street | In Page | |
Suburb/Town | Editing this will activate auto postcode / State / Country look up - for verification purposes - | In Page |
Postcode | See Suburb / town - edited from Additional Details Tab | In Page |
State | See Suburb / town - edited from Additional Details Tab | In Page |
Country | See Suburb / town - edited from Additional Details Tab | In Page |
Mandatory Fields
The following are the default mandatory fields:
- Type
- Person Type