Why are foreign mandate folders displayed in the dossier archive?
Pro​​blem:
Sometimes entries may be visible in the archive of a client that are apparently related to another client are visible.
Example:
Here you can see a word document in the archive of client Max Muster a word document created in a foreign matter of client Com Pagnon.
Explain​ung:
As you can see here in the master sheet, Mr. C. Pagnon was included as a co-mandant in the associated addresses of the Max pattern:
Solution:
If you click on the tool icon in the page view, you will get to the settings. By clicking on the "Basic Data" button opens a context menu in which you can select relationships:
The relationship to be processed here is called "co-mandant"
If you disable the checkbox here, the files of the fellow clients will no longer be displayed.This setting then refers to all places where the relationship "Co-mandant" was chosen.
If it is only used in certain cases, an additional corresponding relationship must be created, which can then be selected alternatively.