Difference between revisions of "Editing Client account details"
From SchemeServe Help
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| − | Search for a Client then | + | [[Searching for existing Clients|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 Blocked Client. (Previously Bad Client) | ||
| − | + | '''Important Note:''' By checking the Blocked 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 'Blocked Client:' under a Client that client will be unable to requote, renew or process an MTA in the system. | |
| − | + | == Video Tutorial == | |
| − | + | ||
| − | + | ||
| + | <html> | ||
| + | <iframe width="640" height="360" src="https://www.youtube.com/embed/g2jd9RGq6lc" frameborder="0" allowfullscreen></iframe> | ||
| + | </html> | ||
| + | |||
| + | |||
| + | == See Also: == | ||
| + | |||
| + | [[Searching for existing Clients]] | ||
| + | |||
| + | [[Jumping straight to a specific Client]] | ||
| + | |||
| + | [[Importing Client Details from External Sources]] | ||
| + | |||
| + | [[Exporting Client Details for External Use]] | ||
Latest revision as of 12:41, 1 February 2017
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 Blocked Client. (Previously Bad Client)
Important Note: By checking the Blocked 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 'Blocked 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
