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After creating a new client, this information can be modified on the Client Overview and Client Contacts screens. |
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Client Group
Field | Description |
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Number | Internally generated number. This can be manually changed from the default to any free-text value. |
Full Name | Full name of the client. Click the Full Name copy button to copy the information entered on the Simple tab or manually enter a full name. |
Salutation | Salutation of the client. Click the Salutation copy button to copy the information entered on the Simple tab or manually enter a salutation. |
Report/Search Name | Surname(s) of the client. Click the Report/Search Name copy button to copy the information entered on the Simple tab or manually enter a report/search name. |
Client Type | Type of client. Click the Client Type popup button to select. Standard selections include:
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Priority | Priority assigned to the client. Click the Priority popup button to select. Standard selections include:
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Field | Description | ||
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Promotion | Promotion associated with the sales lead. Click the Promotion popup button to select. | ||
Method | Referral method by which the sales lead was created. Click the Method popup button to select.
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Company | Third-party referral company by which the sales lead was created. Click the Company popup button to select. | ||
Contact/Context | Third-party referral company contact by which the sales lead was created. Click the Contact/Context popup button to select. | ||
Referral Source Notes | A free text area for notes regarding the referral. |
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| Tip |
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After creating a new client, this information can be modified on the Client Files and Jobs screen. |
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File Group
Field | Description | ||
|---|---|---|---|
Number | The number of the file. Internally generated number. This can be manually entered by clicking the Enter File Number button. | ||
Created | Date the file was created. The default is today's date. | ||
Physical File? | Is there a physical file associated with the file?
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Unit Development? | Is the job a unit development?
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Dwelling Count | The number of dwellings contained in the file. | ||
File Notes | A free text area for notes regarding the file. |
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Field | Description | ||
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Sale Type | Sale type allocated to the client file. Click the Sale Type popup button to select.
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Select Land | Land selection option. If the sale type does not require enterprise land, then this option is not applicable, and the field is locked. If the sale type requires enterprise land, click the Select Land popup button to select. |
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Field | Description | ||
|---|---|---|---|
Name | Name of the estate on which the land is located. Click the Name popup button to select. | ||
Stage | Stage of the estate on which is the land is located. Click the Stage popup button to select.
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Field | Description | ||
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Sale Type | Sale type for the job. Click the Sale Type popup button to select.
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Administration Team | Administration team allocated to the job. Click the Administration Team popup button to select. | ||
Construction Team | Construction team allocated to the job. Click the Construction Team popup button to select. | ||
Context Identification | An extra identifier, if required. Context identifiers allows another level of grouping within a region/division. Click the Context Identifier popup button to select.
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Accounts Company | Accounts company allocated to the job. This refers to the company to which funds are paid. Click the Accounts Company popup button to select. | ||
Owner User | Framework user who owns the client. Click the Owner User popup button to select.
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Field | Description | ||
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Tranche | Tranche to which the job belongs. A tranche is a selection of jobs within a construction group. Click the Tranche popup button to select.
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Priority | Priority assigned to the job. Click the Priority popup button to select. Standard selections include:
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Tip: After creating a new client, this information can be modified on the Pre-Administration Overview and Building Contract Deposit screens.
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General Group
Field | Description |
|---|---|
Primary Salesperson | Primary salesperson for the job. Click the Primary Salesperson popup button to select. |
Location | Location where the job was sold. Click the Location popup button to select. |
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