What Am I Seeing Records From A Different Job or Contact Then The One I Am Viewing?

If you are seeing files associated with a Job or Contact that is different from the one you are on, you may need to uncheck the Related checkbox.

Related Records

If you are seeing records that are associated with a different record than the one you are currently viewing, it most likely means that you have the Related Checkbox checked. 

If this box is checked at the top of the panel, any records that are associated with a Job or Contact to which the client is related will appear. 

This field allows you to view record information for Jobs and Contacts that are related to each other.

• Example 1: If a Contact is a landlord with multiple addresses and therefore multiple separate Jobs, then you can view all the records from each Job on the landlord's Contact record.
• Example 2:  If two spouses are listed as Related Contacts, then you can check the related box to view their collective records (such as emails) on their shared Job.

If you do not with to view this additional information, simply uncheck the box to hide it.