Additional Parties - Standard Field List

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
Email   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

 

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