Here is the full list of Standard fields attached to Additional Parties in CLASS.
|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|
|Other Phone Type||editable||Types & Categories|
|Other Phone||In Page|
|Email Type||editable||Types & Categories|
|Address Type||editable||Types & Categories|
|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|
The following are the default mandatory fields:
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