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 ...
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
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 ...
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 ...
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 ...