Difference between revisions of "Jumping straight to a specific Client"

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Latest revision as of 12:41, 1 February 2017

To quickly move to a client's record when you know the Client ID:

  1. Login to SchemeServe
  2. Click the Clients Tab
  3. Enter the Client ID into the Client Search Box and Press Enter

The client record appears and you have the option to view the Client's Information or their associated Policies.

Video Tutorial

See Also:

Searching for existing Clients

Editing Client account details

Importing Client Details from External Sources

Exporting Client Details for External Use