(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 has been made into an Account it
will no longer appear on this dialog
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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 ...Account Quote Details
Purpose To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. Timing Quotes may be created at any time Access Quote | Access Quotes | | ...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) 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 presentedAccount Quote Profile Browse
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