Difference between revisions of "Editing Client account details"

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(New page: Search for a client the press the View Client option. You can alter any part of the Client's detail using this screen. You can add Email addresses for the client, Supply Address and Conta...)
 
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Search for a client the press the View Client option.
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Search for a Client then press the View Client option.
  
 
You can alter any part of the Client's detail using this screen.
 
You can alter any part of the Client's detail using this screen.
You can add Email addresses for the client,
+
You can add Email addresses for the Client,
 
Supply Address and Contact information and make notes.
 
Supply Address and Contact information and make notes.
  
There is also a flag to note that the Client is a Bad Client. Only check this if you are certain that you do not wish to insure the client from your company or any sub brokers you may have. The Bad Client flag attempts to protect your group from fraudulent customers.
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There is also a flag to note that the Client is a Bad Client. Only check this if you are certain that you do not wish to insure the Client from your company or any sub Agents you may have. The Bad Client flag attempts to protect your group from fraudulent customers.

Revision as of 11:33, 2 September 2010

Search for a Client then press the View Client option.

You can alter any part of the Client's detail using this screen. You can add Email addresses for the Client, Supply Address and Contact information and make notes.

There is also a flag to note that the Client is a Bad Client. Only check this if you are certain that you do not wish to insure the Client from your company or any sub Agents you may have. The Bad Client flag attempts to protect your group from fraudulent customers.