Client Personnel/ Employment; can now enter both Individual and Organisation information

Previously Client Employment information was designed and worked as follows:

• If the Client was an Organisation:
• You could enter the Organisation's "Personnel"
• Personnel must be Individuals
• Either linked to an Individual Client or First/ Last Name etc entered directly
• If the Client was an Individual:
• You could enter "Employment"
• Employment are the Organisations the Client works/ worked for.
• Either linked to an Organisation Client or Company Name entered directly

However, feedback from Users indicate that they want to be able to store both Organisations and Individuals against a Client. For example, for a Trust, to store Trustee details, which could be both Individuals and Organisations, or for a Company to store Shareholder information, which could be both Individuals and Organisations.

Therefore, Client Personnel/ Employment has been updated to allow both Individual and Organisation information to be stored against a Client.

The Employment Details drilldown form now allows you to define the record as either "Individual" or "Organisation". Once selected you can enter either the Client or Organisation or Individual Name details.

The following standard Summary Page block has been updated:

• ClientEmployment_Summary
• Version 1.02, Last updated 23/04/2021