General
Primary Client Contact Details
Purpose Allow the establishment of Client Contact details. When appropriate, communication replacement fields are created for Contact Details that are used in both client and account communications. Access This dialog may only be accessed from the ...
Joint Clients
Purpose Accessing the Joint Clients dialog from this button will allow up to 10 joint clients to be associated with a single client. This relationship will be required where an investment is in the name of a joint party, but details of all the ...
Associated Parties
Purpose The Associated Parties are other Clients associated a lending account. They include co-Borrowers, Guarantors and Next of Kin. Communications and Arrears letters can be sent to the primary client, as well as nominated associated parties. ...
Client Security Register Details
Purpose To allows the setup of Client Security details required for PPSR registration. When this dialog is accessed for the first time, it will prefill with details already recorded on the Client Details dialog. This detail may then be changed to ...
Client Date Details
Purpose To provide access to a dialog that shows who set up the client, and who last modified the client. With the implementation of functionality on the Client, this information is now redundant. Access This dialog can only be accessed from the ...
Client Credit Details
Purpose There are two main uses for Client Credit Details. The first use is to record the credit rating of a client so a decision can be easily made in the future when a client reapplies for finance. Credit rating codes can be maintained manually. ...
Client Control Details
Purpose Establish parameters that will determine how the client module is to be used Timing Control Details are normally setup at the start of the system life and rarely changed thereafter unless a particular piece of functionality is to be allowed ...
Client Contact Point Details
Purpose To allow setup of the Client details required for Dispatch Centre to process client communications Timing Client Contact points may be established or edited at any time It is recommended that the Create Client Contact Points process is used ...
Client Contact Details
Purpose To allow the maintenance of secondary Client Contact details No Communication replacement fields are created for these contacts Access | browse form within a Client Dialog Details Details Specific Fields Field Explanation Client Display filed ...
Client Bank Account Details
Purpose To allow the maintenance of a Bank Account associated with a client Access This dialog can only be accessed from the button from within a client Dialog Details Details Specific Fields Field Explanation Bank/Branch Enter these details Bank ...
(Client) Account Quote Browse
Purpose To provide a list of Quotes that belong to the Client this dialog was accessed from Access from within a client Search Criteria There are no search criteria. A list of both active and inactive quotes for the client is presented Once a Quote ...
(Client) Account Browse
Purpose To provide a list of Accounts that belong to the Client this dialog was accessed from Access from within a client Search Criteria There are no Search criteria A list of both active and inactive accounts for the client is presented
Client Contact Point Browse
Purpose To provide a list of Contact Points associated with the client accessed Access Client | Search Criteria When accessing this dialog, the client field will default to the client being accessed from
Client Contact Browse
Purpose To provide a list of secondary contacts associated with the client accessed Access This dialog can only be accessed from the | button from within a client Search Criteria When accessing this browse all secondary clients set up will be ...
Client Browse
Purpose To provide a list of all Clients whose details match the entered search criteria Access Client | Access Clients Quick Access Button [F2] Lookup on Client field Search Criteria Browse Specific Search Criteria Field Explanation Code Search both ...
Client/Client Relationship Details
Purpose Associates existing relations to a client Access Client Details | Dialog Details Details Specific Fields Field Explanation Client Display only field Relationship [F2] to the Client Relationship Other Client [F2] to the other Client who is ...
Client Group/Relationship Details
Purpose To provide a list of Groups associated with the client accessed Access Client Details | | Client Groups Relationship Browse Dialog Details Details Specific Fields Field Explanation Client Display only field Group [F2] to the required Group to ...
Client Gender Details
Purpose Allows the recording of the Client Gender This is commonly used to describe the client entity e.g. Individual (Male/Female), Company, Partnership, Trust or other organisation Timing New genders can be added at any time Access [F2] Lookup on ...
Group Details
Purpose Allows the maintenance of user defined groups. Groups allows some CRM functionality by limiting reports and exports to clients who have specific group combinations. Multiple groups may be associated with a single client. Access [F2] Lookup on ...
Relationship Details
Purpose Allows the maintenance of user defined relations. Relations allow client associations so client with common interest can be easily maintained Example: a relationship may be a Trust. That relationship can be added to the trust client and then ...
Client Group/Relationship Browse
Purpose To provide a list of Groups associated with the client accessed Access [F2] Lookup on Group Field from the Add/Edit client screen Client Group button Search Criteria When accessing the group search from within the client, the Client fields ...
Group Browse
Purpose To provide a list of Groups that have been established Access [F2] Lookup on Group Field from the Add/Edit client screen Client Group button Search Criteria
Relationship Browse
Purpose To provide a list of Relationships that have been established Access [F2] Lookup on Relationships Field from the Add/Edit client screen Relationships button Search Criteria
Client Gender Browse
Purpose To provide a list of Client Gender Codes that have been established Access [F2] Lookup on Gender Field from the Add/Edit client screen Search Criteria
Client/Client Relationship Browse
Purpose To provide a list of Relationships associated with the client accessed Access [F2] lookup on the Relationship field on the client details dialog Search Criteria When accessing the Relationship search from within a client, the client fields ...
Occupation Browse
Purpose To provide a list of Occupation Codes that have been established Access [F2] Lookup on Occupation Field from the ADD client screen Search Criteria
Occupation Details
Purpose To set up codes and descriptions to apply to the Client Details occupation field Access | Edit Client | [F2] in the Occupation field Access Clients | Edit Client | [F2] in the Occupation field Dialog Details
Client Details
Purpose To add, amend or delete clients or contact the organisation may have. The client module has CRM functionality. It is important all contact are set up to make best use of that functionality. Timing Clients/Contacts may be added or edited at ...
Client Tag Details
Purpose To create a list of categories / labels against the client which may be used to group clients for reporting purposes. Tags are user-definable and multiple tags may be applied against the clients. Tags must comply with a structure of Category: ...