Manage Client Records and Relationships

Conveniently create and manage client records and relationships directly in ARC.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Your view can differ depending on your personalization and any customization by your admin.

You can conveniently manage client records and relationships directly from the ARC visualization in the following ways.

Create a Household in ARC
ARC makes creating households even easier by allowing you to create a household record directly from ARC’s visualization.
Create Records and Relationships in ARC
You can create records directly from the ARC visualization.
Edit a Record in ARC
You can edit records that appear in ARC directly on the ARC record card.
Edit or Delete a Relationship in ARC
You can edit records that appear in ARC directly on the ARC record card.
Add a Record to a Related List in ARC
You can view and add items to related lists associated with an account or household directly in ARC.

产品区域