Reset Client Flag

Reset Client Flag

Purpose

Unlocks the Import Client process, so that a new file may be processed.

Only required if the previous import process did not complete successfully, and so does not unlock automatically.

Access

  1. Client | Reset Client Flag

Process

The below message will be presented:


[Button]
Explanation

Import Control flag will be reset

A Confirmation message will be displayed

 to return to the main menu

Return to the main menu
    • Related Articles

    • Import Clients

      Purpose Provides functionality to Import New Clients and Client Detail Changes from an external system into Argos Vault Note: The Client Import Routine document should be referenced for the initial setup structure required for the import file and ...
    • 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 ...
    • 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 ...
    • Joint Clients

      Purpose Accessing the Joint Clients dialog from this button will allow up to 10 joint clients to be associated with a single client. This relationship will be required where an investment is in the name of a joint party, but details of all the ...
    • Argos API/EDI Import Tool

      This document outlines how to use the Argos API Import tool to import new Bailment Accounts from an external file through the Argos API Server. Also how raise Credit Returns and Price Adjustments. Prerequisites API Server The API Import tool requires ...