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 Details
Related Articles
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 CriteriaClient 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 Credit Details
Purpose There are two main uses for Client Credit Details. The first use is to record the credit rating of a client so a decision can be easily made in the future when a client reapplies for finance. Credit rating codes can be maintained manually. ...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 ...