Client Contact Point Details

Purpose

To allow setup of the Client details required for Dispatch Centre to process client communications

Timing

Client Contact points may be established or edited at any time

It is recommended that the Create Client Contact Points process is used to add these

Access

The Client Contact Point is only accessible when Dispatch Centre is licensed

1.  | Highlight required client |  | Edit Client Details |  
   
2. Client | Access Clients | Highlight required client |  | Edit Client Details |  
   
3.  |  | 

Dialog Details

Details Specific Fields

Field	Explanation
Number	Display only field Internal number of the client
Client	Display only field It shows the client currently accessed
Update Main Client	This field enables the details entered in the dispatch address field to update the main client record E.g. If the Dispatch Method is Email and an email address is entered in the Dispatch Address, by selecting Work Email in this field the Work Email field on the Edit Client Details dialog will be updated to the email address entered in the Dispatch Address
Dispatch Method	This is the means by which a communication is to be dispatched The options are Email, Fax and Print Note: Where a client has no contact point, the communication will always be set to print, so a contact point is not required Print should be used when a client has previously had email communications, and has advised that they do not want further email communication
Dispatch Address	When a communication is created for a client, this is the dispatch address to be used.  If the communications for this client are to be sent to more than one email address, multiple addresses can be entered.  The addresses must be separated by a semi colon or a comma. If separated by a semi colon the first address will be put into the ‘To’ section of the email and the subsequent addresses will be put into the ‘CC’ section of the email. If separated by a comma all addresses will be put in the ‘To’ section of the email.
Sensitivity	Normally General See section below for further details
Preferred Contact Point	MUST be checked on for at least one contact point

Rules for Setup of General / Confidential Sensitivity

During Communication Type setup, a communication sensitivity is selected.

This allows for different Communications to be sent to different email addresses for a single client.

For Example, a car dealer receives daily remittance advices for new loans, but also receives a monthly commission advice. A general contact point can be set up for the daily remittances and a confidential contact point set up for the commission advice.

Communication Type Sensitivity = General

Dispatched to General Contact Point

If no General contact point is found, then the Confidential Contact Point will be used

Communication Type Sensitivity = Confidential

Dispatched to Confidential Contact Point

If no Confidential contact point is found, then Communication is set to ‘Print

• Related Articles

• Dispatch Centre

  Purpose Dispatch Centre allows Communications to be sent by email Concepts Client Contact Points The Client Contact Point contains the client details required for dispatching communications by email. If no Active Client Contact Point record is found, ...

• 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 ...

• 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 ...

• Communication Type Details

  Purpose Communication Type is the term applied to the set up structure that will create Communications for particular purposes. The structure of a Communication Type will determine how the Communication works. A separate Communication Type should be ...

• Communication Details

  Purpose Every Communication that is created by the system will have its own Communication Details dialog. All important information about that Communication is held in the Communication Details dialog. Timing Communications may be added at any time ...