Resolving inconsistent relationships

If you are sharing clients between Practice Solution and either Taxation, Sage AP or Sage APA, you may sometimes see a window asking you to select relationships for your client.

Why are you seeing this?

  • You are using Sage Practice Solution
  • You have connected your Sage programs, i.e. you have turned on Client Integration.
  • A change has been made to a client's relationship in Sage Practice Solution

What kind of change has been made to my client?

This window appears when a change in relationships for the client has been made in Sage Practice Solution. For example, adding a new director called Mr William Hartnell to an existing company would flag the new director as a change in relationships that needs resolving.

Rather than automatically adding the new director to your other Sage program, we feel it's best to advise you of these substantial changes so you always have final control over the relationship changes for your client.

Changes can also include deleting a director relationship from a company.

Changes made to the directors' details connected to a company (e.g. address details), will not cause the resolution window to appear - these changes will appear automatically in your other Sage programs (or if the change is made in your other Sage programs, the change would appear in Sage Practice Solution automatically).

How do I use this to resolve my relationships

Where a relationship has been added

If Mr William Hartnell had been added in Sage Practice Solution as a director to a company, opening the company in your other Sage program would cause the Select Relationships window to appear. 

The new relationship appears in the left-hand list.

Clicking the arrow in the middle of the window, indicates that you want to add the relationship to your other Sage program and Mr William Hartnell will appear in the right-hand list.

To confirm the change, click Update.

Where a relationship has been deleted

If the 'Mr William Hartnell is a director' relationship has been deleted from Sage Practice Solution, opening the client in your other Sage program would cause the Select Relationships window to appear.

The left-hand pane would indicate a removed relationship by a flag next to an empty row.

Clicking the arrow in the middle of the window, indicates that you want to remove the relationship in your other Sage Program. Mr William Hartnell would appear with a red cross in the right-hand list.

To confirm the change, click Update.

If I ignore the change?

You can ignore the change in relationship by clicking Ignore on the resolution window. This will however only be temporary. The resolution window will reappear when you attempt to make a change to the client.

The only way to permanently prevent the resolution window appearing is to resolve the difference in relationships. Either follow the advice above, or change the relationships directly in Sage Practice Solution.