Country Browse
Purpose
To
provide a list of Country Codes that have been established
Access
- Control | Edit/View Country Codes
- [F2] lookup on Country Code Field
Search Criteria
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 ...Country Details
Purpose Vault allows for multiple countries to be used. This is managed through the assignment of a country to an account on creation of the account. Reports can then be filtered or ordered to separate countries. Access Control | Edit/View Country ...Internal API Setup
Purpose Allows configuration for the Internal API used to power Vault. Access Control | Internal API Setup Dialog Details Detail Specific Fields Field Description Internal API URL Enter the complete URL for the Internal API. You can press the "Use ...Account Letter Details (Setup)
Purpose Set up the sequence of Overdue Letters for each lending module. There will be a separate sequence for each lending module. There can be more than one sequence for any lending module. The sequence will determine the rules to be used by the ...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 ...