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Client Group/Relationship Browse
Purpose To provide a list of Groups associated with the client accessed Access [F2] Lookup on Group Field from the Add/Edit client screen Client Group button Search Criteria When accessing the group search from within the client, the Client fields ...
Client Group/Relationship Details
Purpose To provide a list of Groups associated with the client accessed Access Client Details | | Client Groups Relationship Browse Dialog Details Details Specific Fields Field Explanation Client Display only field Group [F2] to the required Group to ...
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 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 ...
Account Group Browse
Purpose To provide a list of Account Groups that have been established Access Account | Edit/View Account Groups [F2] Lookup on Account Group field from a Dealer Account [F2] Lookup on Account Group field from a Bailment Dealer Search Criteria