Linkages allow you to linkage various DataViewWealth entities together in structured ways. Each Linkage Item can have a role and name and the viewing permissions can be one-way or two-way.
For HouseHold, whilst not compulsory, most advisors prefer to create an additional HouseHold Client record so they can store notes and documents, etc against it. To set up a Household Linkage, simply create a new prospect of type Individual called XYZ Household, and save. Then, from the Linkages tab of the client, select HouseHold, and Add
You will be presented with a dialog to select the linkage type (we will select “HouseHold” ) and add the members
Once you have created all the Roles (Household Members), click OK to save the Household.
