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UK: Essentials Knowledge Base
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Enhanced fact find: Dependants

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Iress People

Dependants

 

Dependants / children are recorded on this screen.  An individual may be marked as financially dependent / non-dependent and the age they’re dependent until will also be included.

 


Field label Field ID (e.g. Xmerge syntax)

Dependants (Dependants field group)

 

Dependant of

dep_related_to

Dependency status

financ_dep

Relationship

dep_rel

First name

dep_name

Surname

dep_last_name

Date of birth

dep_dob

Dependent until age

dep_until_age

Notes

dep_comment

Notes (client-level)

 

Notes

dependant_notes

 

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