We're here to help

    Link and Unlink a Client from a Multi-Family Project

    Follow

    Multi-family Projects typically have more than one client associated with them.


    To View the full list of Clients associated with a project:

    1. At the main menu, in the Client section, click on "Multifamily List and search & select the project.
    2. In the project menu, at the Project Information screen, click on the Client List.

    To Link a Client to a Multi-family Project

    1. At the main menu, in the Client section, click on "Multifamily List and search & select the project.
    2. In the project menu, at the Project Information screen, "Link Client" button at the bottom of the screen
    3. Select the appropriate client. New clients may be entered using the Add Client button.


    To Remove, aka Unlink, a Client from a Multi-family Project

    1. At the main menu, in the Client section, click on "Multifamily List and search & select the project.
    2. In the project menu, at the Project Information screen, "Link Client" button at the bottom of the screen
    3. At the Link Client screen search & select the client record and uncheck the check box
    4. The State office determines which user roles rights and associated users are allowed access to this functionality
    5. Client record with job records cannot be unlinked


    Reasons Unlinking a Client May not be successful:


    There are two main reasons a user can not remove a Client from the Linked Clients list on a project.

     

    1. The logged in User may not have permissions
    2. The client has a Job record associated with it

    If either of these instances it true, please contact your system administrator.

    Was this article helpful?
    0 out of 0 found this helpful

    Comments