Analysis Group Browse
Purpose
To provide a list of Analysis Groups that have been established
Access
- Account | Edit/View Account Analysis Group Details
- [F2] Lookup on Analysis Group field
Search Criteria
Related Articles
Analysis Code Details
Purpose The First and Second Analysis Code are used to identify accounts by a user defined code and are specific to your company. Examples: Product types being financed such as motor vehicle, white ware, brown ware etc. Industry groups such as ...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 ...First Analysis Code Browse
Purpose To provide a list of First Analysis Codes that have been established Access Account | Edit/View First Analysis Codes [F2] Lookup on First Analysis Code field Search CriteriaSecond Analysis Code Browse
Purpose To provide a list of Second Analysis Codes that have been established Access Account | Edit/View Second Analysis Codes [F2] Lookup on Second Analysis Code field Search CriteriaClient 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 ...