Additional Parties – Standard Field List

Here is the full list of Standard fields attached to Additional Parties in CLASS.
 

NameDescriptionEdit Options
TypeOther 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 & CategoriesTypes & Categories
Person TypeUsually Individual etc, but may be level of govt etc. May be useful to localiseTypes & Categories
First Name In Page
Last Name In Page
Other Name In Page
OrganisationBased on Person Type = Organisation 
Additional First Name In Page
Additional Last Name In Page
Date of Birth TypeTo show if known or estimate etc. No
Date of Birth In Page
Gender Types & Categories
Relationship to Client“Relationship Type” in Types & CategoriesTypes & Categories
Mobile In Page
Other Phone TypeeditableTypes & Categories
Other Phone  In Page
Email TypeeditableTypes & Categories
Email In Page
Address TypeeditableTypes & Categories
Street In Page
Suburb/TownEditing this will activate auto postcode / State / Country look up – for verification purposes – In Page
PostcodeSee Suburb /  town – edited from Additional Details TabIn Page
StateSee Suburb /  town – edited from Additional Details TabIn Page
CountrySee Suburb /  town – edited from Additional Details TabIn Page

 

Mandatory Fields 

The following are the default mandatory fields: 

  • Type
  • Person Type
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