Editing Client account details

From SchemeServe Help
Revision as of 07:45, 18 October 2011 by Colink (talk | contribs)
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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.