Occupation Browse
Purpose
To provide a list of Occupation Codes that have been established
Access
- [F2]
Lookup on Occupation Field from the ADD client screen
Search Criteria
Related Articles
Occupation Details
Purpose To set up codes and descriptions to apply to the Client Details occupation field Access | Edit Client | [F2] in the Occupation field Access Clients | Edit Client | [F2] in the Occupation field Dialog DetailsClient 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 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 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 ...