Difference between revisions of "Editing Client account details"

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*Amend the Clients Address and Contact details
 
*Amend the Clients Address and Contact details
You can add Email addresses for the Client,
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*Add Email addresses and Re-send Welcome Emails
Supply Address and Contact information and make notes.
+
*Mark a Client as 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 13:45, 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
  • Add Email addresses and Re-send Welcome Emails
  • Mark a Client as 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.