(Client) Account Browse

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• 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 ...

• Bailment Dealer Details - Associated Parties Tab

  Purpose Associated Parties is a mechanism for recording: Guarantors associated with the Bailment Dealer Amalgamation client An amalgamation client is a head client that Bailment Dealers are associated to. Amalgamation clients are often a group head ...

• 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 ...

• Suspending Overdue Letter Processing for an Account

  Purpose Overdue Letter Processing may be suspended for individual accounts if it is no longer in the interest of the finance company to do so. An example would be if a client was confirmed as gone no address or has advised they are unable to pay the ...

• (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 ...