Client Gender Browse

Client Gender Browse

Purpose

To provide a list of Client Gender Codes that have been established

Access

  1. [F2] Lookup on Gender Field from the Add/Edit client screen

Search Criteria



    • Related Articles

    • 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 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 Gender Details

      Purpose Allows the recording of the Client Gender This is commonly used to describe the client entity e.g. Individual (Male/Female), Company, Partnership, Trust or other organisation Timing New genders can be added at any time Access [F2] Lookup on ...
    • 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 ...
    • (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 presented