Client Gender Details

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

  1. [F2] Lookup on Gender Field lookup

Dialog Details

Details Specific Fields

Field
Explanation
Gender Type
Allows identification of the Entity Type for the Wynyard Export

Options are
  1. Not Used
  2. Person
  3. Entity
  4. Person or Entity



    • 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 ...
    • 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 Fields

      General Client Fields Field Explanation [CLI_ACTADD] The client’s actual address [CLI_ACTADD_LINE] The client’s actual address Printed on one line [CLI_ACTADD_OR_POSADD] The actual address of the client If there is no actual address then this will ...
    • Client Import Routine

      Concept Argos Vault provides functionality to import client records from an external source into a Vault Database. A tab delimited file can be generated which complies with a predefined format and used as the data source for the Client Import. This ...