Use the parent/guardian and child/dependent roles to associate contacts together.
Easily invoice all contacts on the parent/guardian contact’s invoice with this association.
Additional functions are in the works and coming soon!
Manage Contact roles and association
Online
From the contact detailed create/edit form:
- Assign the role of parent/guardian for the main billpayer or primary contact
- Use the drop menu to easily choose which contacts to assign and link as child/dependents of that contact.
- Assign the role of child/dependent for the dependents to the parent/guardian.
- Use the drop menu to easily choose which contacts to assign and link as parent/guardian of that contact.
Associating contacts online
Mobile
When creating or editing a contact:
- Assign the role of parent/guardian for the main billpayer or primary contact
- Use the drop menu in the “Family” section just below roles to choose which contacts to assign and link as child/dependents of that contact.
- Assign the role of child/dependent for the dependents to the parent/guardian.
- Use the drop menu in the “Family” section just below roles to choose which contacts to assign and link as parent/guardians of that contact.
Associating contacts in the mobile app COMING SOON
Invoicing associated contacts
Use the create single invoice form to automatically group all records for the child/dependents on one invoice for the selected contact that is the parent/guardian.
Uncheck records for any account to exclude them from the invoice.
Invoice will be emailed to the primary and secondary email (if one exists) for the parent/guardian contact.
If using create multiple invoice to batch create, each contact will have their own separate invoices created no matter the parent/guardian – child/dependent association. Batch created emails for child/dependent contacts will be cc-ed to the primary email for their parent/guardian assigned contact.
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!
