Client Entities

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Clients can have multiple businesses, and in Practifi you can store all of your client's businesses as Client Entities.

There are scenarios, where a Client Entity is owned by another Client Entity. To resolve this complexity, Practifi gives you the ability to indicate one Client Entity is the parent of other Client Entities. A Client Entity can be the parent of another Client Entity to allow you to construct and enter more complex entity relationships.

The parent hierarchy can be viewed from the structure subtab under the Client Entity basics tab.

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You can also see all the Client Entities of a Client from the People and Entities tab located in the Client sidebar.

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Adding a Client Entity under a Client

  1. Go to a Client View, select People & Entities from the sidebar and click Add under Client Entities.

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  2. Fill the required fields and click Save.

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    Your Client Entity will be created under the Client and you will be navigated back to the Client's People & Entities list page.

Adding a Child Entity under a Client Entity

  1. Go to a Client Entity View, select People & Entities from the sidebar and click Add under Child Entities.

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  2. Fill the required fields and click Save.

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    Your Child Entity will be created under the Client Entity and you will be navigated back to the Client Entity's People & Entities list page.
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