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Creating Attorneys, CPAs, Vendors, and Trustees
Tamarac CRM allows you to add non-client business relationships. There are many cases where you will want to track these business relationships. For example:
A new representative at your custodian starts and you need to create a contact record with his or her contact information, and then attach the new contact record to the appropriate vendor account record.
You ask a new document shredding company to pick up the sensitive client documents that you want shredded. A new vendor account record and individual contact records for each representative will need to be created.
A client gets married and his wife will be part of your existing client relationship. A new contact record for his new wife needs to be created and added to the Household account.
A client begins to work with an attorney or CPA you haven't worked with before. You will need to add new account and contact records for the firm and attorney/CPA.
Click here to learn more about creating Contacts and Accounts in Dynamics CRM.
The Account Type should be filled-in appropriately. If you are creating an Account and an applicable Account Type does not exist, either create a new one or work with a Data Manager to create a new one.
Fill in as much detail that you have on Contacts. However, with non-client contacts, best practice does not include capturing information such as SSN, date of birth, or driver's license number.
Add connections between third parties and clients to see which attorneys, CPAs, and vendors you share mutual clients with. For more information on creating connection, visit Creating Connections.