Note

All companies are stored in SENRO once so you can associate relationships between employers and company clients. When entering a client's 'Occupation', the employer's details are stored in SENRO's maintenance section under 'CONTACTS'.

Converting Employers to Company Clients from the Occupation Record;

Access the 'Client Overview'
Click on 'Occupations' from the 'Personal Details' dropdown
When creating a new occupation record, choose whether to convert the employer to a company client.

When we select 'Yes' to convert a employer to company client, the employer details will be saved in the 'Awaiting Approval' page
Select 'Office' on the top navigation bar.
Select 'Awaiting Approval on the 2nd line navigation bar.

Converting Contacts to Company Clients from the Maintenance Section;

Note

Each contact can be converted to a company client. This is completed from the maintenance section, which means you do not need to re-enter the company's information and prevents data duplication.

Select 'Maintenance' on the top navigation bar.
Select 'Contacts'.

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