Relating a Contact to a Client

Owned by Debby Gibson
Last updated: Oct 12, 2018

The relationship between a Contact and a Client Entity, provides the Contact with the ability to view information stored in the Client Entity folder when they have a login to the Client Portal.

Step-by-step guide - via the Client Grid

Perform the following steps:

  1. Click Clients from the menu
  2. Filter the Client list to show the Client Entity you wish to set the relationship to
  3. Click the expand icon to the left of the icons column.  This may be a  or an  icon, depending on the Theme you have selected for your Nimbus account.
  4. Click the icon  icon to create a relationship to an existing Contact
  5. Select the drop down list for the Email Id: field and locate the email address for the contact.  You may either type the email address, or type the contacts name and the system will find the contacts which match your search criteria.
  6. Select a Contact Type from the drop down list.  A contact type defines the type of Contact.  They may be Clients, Directors, Bookkeepers, etc.  Contact types are useful when filtering Recipients for Email Jobs.
  7. Lastly, select if the Contact will have access to the folder contents (Folder Access permitted) if they have a login to the Portal, and if they will be able to Add or Edit information in the Client folder via the Portal (Read/Write).
  8. Click the Update button to save your changes and to create the Relationship between the Client Entity and the Contact.


Step-by-step guide - via the Contact Grid

Perform the following steps:

  1. Click Contacts from the menu
  2. Filter the Contact list to show the Contact you wish to set the relationship to
  3. Click the expand icon to the left of the icons column.  This may be a  or an  icon, depending on the Theme you have selected for your Nimbus account.
  4. Click the icon  icon to create a relationship to an existing Client
  5. Enter either the Client Code, or select the Client Entity from the Client drop down list and locate the Client.  You may either type the email address, or type the contacts name and the system will find the contacts which match your search criteria.
  6. Select a Contact Type from the drop down list.  A contact type defines the type of Contact.  They may be Clients, Directors, Bookkeepers, etc.  Contact types are useful when filtering Recipients for Email Jobs.
  7. Lastly, select if the Contact will have access to the folder contents (Folder Access permitted) if they have a login to the Portal, and if they will be able to Add or Edit information in the Client folder via the Portal (Read/Write).
  8. Click the Update button to save your changes and to create the Relationship between the Client Entity and the Contact.