Add/edit staff connections

IT Manager Practice Admin

The Connections tab is used to record any connected relationship between a staff member and a contact. The relationship is usually recorded because it needs to be considered, e.g. where there might be conflict of interest.

Connections can be recorded and viewed via the Staff Details, Contact Details or Client Details page. See Record client connections or Record contact connections.

1. Search for, then select the required staff member.

2. Select Staff > Details from the menu, then select the Connectionstab.

   

   If the connection has a photo attached to their record, it will be displayed instead of the silhouette.

3. The pages shows any existing connections, with active connections shown by default. Select the Inactive to view any inactive connections.

Add a new connection

1. Click the Add button in the applicable section.

2. Search for, then select the required connection from the list.

   

3. The Relationship tab is displayed by default. Contact information is extracted from the applicable contact record when the connection is saved.

Add/edit connection relationship details

1. Ensure the Relationship is selected, then complete the details as follows:

   • Connection Type - select the type of connection. The values in the drop-down list are defined in categories via the menu. See Set up categories.

   • Relationship Title - provides extra detail to the connection type if required.

   • Notes - enter any notes relating to this relationship.

   • Current - determines whether the connection is active or inactive. If you deselect this checkbox for an existing contact, the system will add the terminated date adjacent to the checkbox.

   • Relationship Number - this can be used to record any applicable number, for example, if you have a separate CRM system.

   • Relationship Date - enter any applicable date.

2. Click Save once all required changes have been made.

View/edit details of an existing connection

1. Click the required connection. The Contact tab is displayed by default enabling the contact details to be viewed only.

   

2. To view/edit the contact record, click the Contact button (the record is displayed in a new browser tab).

Print or email the connection information

To print or email a copy of the connection record, click Print. A print preview is displayed which can the be printed or emailed by clicking the applicable button.

Make the connection the preferred contact

This is only required for contacts and clients. See Record client connections or Record contact connections.

Delete a connection

Select the required connection then click Delete. From the warning message, click Yes.