Quick Access to Client Security Register with [F4]

Quick Access to Client Security Register with [F4]

View security details instantly from any client field!

Just as [F3] takes you to Client Details, the [F4] function key provides instant access to the Client Security Register Details from any populated client field.

How It Works:

  1. Position your cursor in any client field that contains a client code
  2. Press [F4]
  3. The Client Security Register Details screen opens immediately

IdeaPro Tip: When discussing security requirements or loan applications with clients, keep the [F4] shortcut in mind. You can quickly pull up the Security Register Details to verify the information sorted for the client that links to their PPSR registration. This applies to Individuals and Organisations