Related Articles
Account Group Browse
Purpose To provide a list of Account Groups that have been established Access Account | Edit/View Account Groups [F2] Lookup on Account Group field from a Dealer Account [F2] Lookup on Account Group field from a Bailment Dealer Search Criteria
Analysis Group Details
Purpose Allow the setup of common product groups that can be assigned to First and Second Analysis Codes as well as bailment dealers for further analysis Examples: MC for Motor Cycles MR for Marine HM for Heavy Machinery Timing Setup of new Analysis ...
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 ...
Dealer Account Details
Purpose Dealer Accounts are just a specialised sundry creditor account that records amounts that are to be paid out to third parties as a result of system processes. These processes include paying out loan funds, dealer commission or brokerage. The ...
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 ...