People are stored as Contacts and can be associated with more than one Client record as Authorised Contacts. 

For example, a person may be a director and a trustee of a super fund. For this reason, in Accziom, the client type "Individual" is linked to a "Contact" of the same name. This enables us to provide a single login to as person with multiple entities. Proposal are sent to Authorised Contacts of Legal Entities for signing and establishing legally binding contacts.

Under the Contacts tab, user can see a person's relationships within Accziom. The status tab will show the record's origin until the person becomes active in the system. Active means they created a login to Accziom.

Below are the person's relationships. Once clicked, it will direct you to the corresponding client record.

Client record "New"

Accziom supports multiple contacts per client record for the purpose of multiple signatories and perhaps a separate billing contact. To manage the contacts associated with a client record, click Edit.

To add a contact, click on Add Contact.

You can add a new contact or select an existing one in your database.

Click Select Existing

This will bring up all existing contacts in your database to choose from. If the client file is a trust or a partnership, you can also choose to select a company as the trustee or partner. To do so, toggle to see all company records instead of individual contact records.

Choosing a company will automatically feed the directors or trustees as proposal signatories.