Client Control Details

Purpose

Establish parameters that will determine how the client module is to be used

Timing

Control Details are normally setup at the start of the system life and rarely changed thereafter unless a particular piece of functionality is to be allowed or disabled

Access

1. Client | Edit/View Control Details 
   

Dialog Details

The below dialog will be presented:

Details Specific Fields

Field	Explanation
Auto-Code Clients	Check on if clients are to be automatically coded numerically
Last Auto-Code Number	Enter a Last Auto-Code Number Any new clients will be coded with this number plus 1
Address Change Communication	F2 to  the Communication Type that will be automatically created when a client’s actual or postal address is updated This would usually be a Memo Communication
Surname Order	Not used
No Client Account Code Editing	Check this on to disable the Account Code from being changed or edited once an account has been created
No Client Code Editing	Check this on to disable the Client Code and Secondary Client Code (if enabled) from being changed or edited once the client has been created
Allow Client Secondary Code	Check this on to Allow the Secondary Client Code to be entered once the client has been created
No Client Account Client Editing	Check this on to disable the Client on an Account from being changed or edited This changes the Client field on the Account Details from a lookup field to a display only field
No Client Name Editing	Check this on to disable the editing of a client name This will enable a icon on the Client Details dialog to allow you to edit the Client Name if required

• Related Articles

• 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 ...

• Client Details Report

  Purpose Can be used to create a contact details report (name, address, phone and email listing) for marketing purposes, or as a spreadsheet containing all details held on the Client Detail record. Timing The Client Details report may be run at any ...

• Standard Control Details

  Purpose Provide control details for the month end roll over process, and allow file paths to be selected for custom reports Access Module | Edit/View Module Control Details Dialog Details Details Specific Fields Field Explanation Month Ending This is ...

• Client Security Register Details

  Purpose To allows the setup of Client Security details required for PPSR registration. When this dialog is accessed for the first time, it will prefill with details already recorded on the Client Details dialog. This detail may then be changed to ...

• Communications

  Purpose A Communication is a record of the external dealings you have with your clients. This may be in the form of letters, documentation, records of conversations, or attachments of relevant external files. Concepts Template Document Documents used ...