Client Contact Browse

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 displayed

Browse Specific Search Criteria

Field
Explanation
Contact Name
This will search an individual contact name
Client
This filed will be disabled and display the current client being accessed



    • Related Articles

    • 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 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
    • 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 ...
    • 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 ...
    • Create Client Contact Points

      Purpose To create a Client Contact Point for any new clients added to the system Timing Create Client Contact Points may be undertaken at any time Access Clients | Create Client Contact Points Process The below dialog should be completed: Field ...