Difference between revisions of "Editing Client account details"

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(See Also:)
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[[Jumping straight to a specific Client]]
[[Jumping straight to a specific Client]]
[[Importing Client Details from External Sources]]
[[Exporting Client Details for External Use]]

Revision as of 08:22, 7 November 2012

Search for a Client then click the View Client option:

  • Here you can Amend the Client's Address and Contact Details
  • Add E-mail Addresses and Re-send Welcome E-mails
  • Mark a Client as a Bad Client.

Important Note: By checking the Bad Client option you are preventing the Client from accessing any insurance through you and your sub-agents. This is designed to protect your company from customers with fraudulent intentions and is not a reflection of the personal character of the client.

Video Tutorial

See Also:

Searching for existing Clients

Jumping straight to a specific Client

Importing Client Details from External Sources

Exporting Client Details for External Use