Sky Software
Help and User guide

Partner Manager and Other Sort fields

For each client record that you have in the client master file you have various sort fields like Partner Manager Category and Classification which are used to filter lists. Example if you wish to produce a list of one particular partners clients it's a simple matter to set up a filter. The same would apply to a Category or some kind of classification. It's a good idea to set up these subsidiary fields before you start. If you're not sure of the codes that you would require for a category or a classification then we suggest that you use an * asterisk with a blank description.
This is what the Partner screen looks like it's important to enter all the detail in regard to partners as these items will be used for letter writing and tax return filing. Displayed below are the other screens in this section.
March 2021