Accessing a Client Overview;-

Select the 'View' icon within the Client bank to open a Company Client file.
Files open by default to the 'Company Client Overview' screen when the 'View' icon is selected

The company overview captures information relevant to your corporate clients, such as registration details, contact details and website address. You can link Shareholders, Directors and Staff to a Company. NB. Companies are displayed with a computer symbol in the client bank.

Note

To link a staff member toa Company, details must first be entered within the relevant individual's occupation section. The individual will then appear in the Staff Relationships. Refer to the Occupation user-guide for more information on this. Directors and Shareholders can be entered directly into the Company page by clicking on 'Add New Partner or Director'.

Browser not supported