Difference between revisions of "Editing Client account details"
From SchemeServe Help
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*Mark a Client as a Bad Client. | *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. | + | '''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. When you tick the box 'Bad Client:' under a Client that client will be unable to requote, renew or process an MTA in the system. |
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== Video Tutorial == | == Video Tutorial == | ||
Revision as of 14:48, 4 July 2013
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. When you tick the box 'Bad Client:' under a Client that client will be unable to requote, renew or process an MTA in the system.
Video Tutorial
See Also:
Searching for existing Clients
Jumping straight to a specific Client
