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