General Info
Servicing calculation will be affected with the marital status of applicants. They can be married/de facto to another applicant or non applicant (contact that does not need to be added to a deal).
They can be linked as follows:
To the applicant already added in a deal
To an existing contact in Salestrekker but not (currently) party to the deal
To a new contact who can be added to Salestrekker (and to deal if required)
To unlink them, simply select marital status as single or divorced.
1 -Linking a spouse who is already contact in a deal
Go to the Family Relationship section of Client Profile > Personal Details page (A)
Select Marital status from dropdown as Married or De Facto (B)
Select a contact name from the dropdown titled 'Add spouse details' (C)
Add dependents (Will need to add any additional dependents for the second applicant as well, use '0' , if no additional dependents) (D)
2- Linking an existing contact in Salestrekker
Go to the Family Relationship section of Client Profile > Personal Details page (E)
Select Marital status as Married or De Facto (F)
Select a 'Search existing contacts' from the dropdown 'Add spouse details' (G)
Search for their first name, surname field will auto-populate. (H)
Add dependents (J)
If the spouse is a party to a deal, then add them to a deal from Deal view (K) or Edit Deal screens (L)
3 - Linking a new contact
Go to the Family Relationship section of Client Profile > Personal Details page (O)
Select Marital status as Married or De Facto (P)
Select a 'Create a new contact' from the dropdown 'Add spouse details' (Q)
Add their first name and surname (R)
Add dependents (S)
If the spouse is a party to a deal then add them to a deal from Deal view (T) or Edit Deal screens (U)
