Difference between revisions of "Editing Client account details"

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Search for a Client then press the View Client option.
 
Search for a Client then press the View Client option.
  
You can alter any part of the Client's detail using this screen.
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[[File:Client_details.png|thumb|right|Client Details screen]]
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On this screen you can ;
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*Amend the Clients Address and Contact details
 
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 Agents you may have. The Bad Client flag attempts to protect your group from fraudulent customers.
 
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 13:44, 18 October 2011

Search for a Client then press the View Client option.

Client Details screen

On this screen you can ;

  • Amend the Clients Address and Contact details

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.