Creating Practice Relationships
Practice Relationships are created directly in the CRM360
relationships screen. From a company practice record, open the relationships
by clicking on the screen task category Relationships and then the All
Relationships screen task, or by clicking on the relationship number from the
CRM360 header.
1.
Click on the Add hyperlink to open the Edit Relationship Details
window.
2. From the Edit
Relationship Details window on the “This Constituent” side, select the Type
of Relationship of Practice and the Role of Associated Practice.
3. Add any Comments
to the relationship type if needed.
4.
From the “Is Related to This Constituent side, click on the Related
Constituent hyperlink.
5. The customer
chooser will appear. Search for the associate practice to complete the
relationships. Use the following fields to narrow down the search results.
a. Search
Name: If the name of the company constituent record is given or known,
search by the name field.
b. Customer
Class: Use customer class to narrow down the search results by
practice, clinic, optometry school, etc.
c. Customer
ID: If users know the constituent ID number, use the customer ID
field. This will only return one result in the query.
d. Phone/Email:
Searching by phone or by email is a great way to narrow down results since
email is unique to the constituent. Phone numbers are entered without
parentheses or hyphens.
e. Postal
Code: When searching for a company constituent zip code can help
narrow down companies that have multiple locations.
6.
If only one record is found, the results will return users directly back
to the Add New Customer Address screen. Should multiple results be found, double
click, or highlight and chose Select to use the record.
1. Prior to adding
the Practice Relationship, make any changes to the Associated Practice Record
first.
2. The constituent
ID and Name will automatically come over.
3. Select the Is
Related as a(n) of Associate Practice.
4. Update the Begin
Date as needed. By default the begin date will be the date the
relationship is created. If the Begin Date is unknown, the default
should be 01/01/2000.
5. Save any
changes as needed.
