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