Editing Client account details

From SchemeServe Help
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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