The Client Overview screen is used to view and edit general and summary client information that can be viewed at a glance. More in-depth information for a client and their applications may be accessed through the client related screens and lists.
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From the Client menu, select Overview. Press Ctrl + T. Click the Client Overview toolbar icon ( Image Added). |
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| title | Deleting a Client - Click here to expand... |
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Deleting a client will permanently delete them and any associated applications and quotes from the system. | Note |
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Ensure the client you wish to delete is shown in the Context Bar. |
- Click the Delete Client button. A deleting client prompt will appear.
- Click the Yes button to delete the client and remove all of their details and applications from TFS permanently.
OR
Click the No button to keep the client.
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| title | Changing the Client Type - Click here to expand... |
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Important: The Table of Client Type Changes below details the results of changing from one client type to another. Please read carefully before proceeding. |
- Click the Change Client Type button. The Select Client Typedialog will be displayed.
- Select the required client type.
- Click the OK button.
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| title | Table of Client Type Changes - Click here to expand... |
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| Change From | Change To | Result |
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Corporation/Partnership (with contact people) | Individual | - Users are shown the Change Client Typedialog with all of the client contacts listed. Users can either modify a contact or create a new contact.
- Creating a new contact will update the client type to Individual. The individual will also be added to the client contacts list.
- Modifying a contact will update the client type to Individual. The selected contact will become the client whilst the other contacts will be the client's contacts.
| Corporation/Partnership (without contact people) | Individual | - The Corporation/Partnership will be changed to an Individual. The Individual will be added to the client contacts list.
| Corporation/Partnership | Multiple Applicant | - The Corporation/Partnership will be changed to Multiple Applicant.
| Individual | Corporation/Partnership | - A new Corporation/Partnership client is created with the same name as the Individual.
- The Individual is kept as a contact for the Corporation and the Individual's relationship is changed to Applicant.
| Individual | Multiple Applicant | - A new Multiple Applicantclientis created with the same name as the Individual.
- The Individual is kept as a contact for the Corporation and the Individual's relationship is changed to Applicant.
| Multiple Applicant | Corporation/Partnership | - The Multiple Applicant will be changed to a Corporation/Partnership.
| Multiple Applicant (with contact people) | Individual | - Users are shown the Change Client Typedialogwith all of the client contacts listed. Users can either modify a contact or create a new contact.
- Creating a new contact will update the client type to Individual. The individual will be added to the client contacts list.
- Modifying a contact will update the client type to Individual. The selected contact will become the client whilst the other contacts will be the client's contacts.
| Multiple Applicant (without contact people) | Individual | - The Multiple Applicant will be changed to an Individual. The individual will be added to the client contacts list.
| | Individual Client who is not a trustee | Trust | - The individual entities basic entity details are copied and the new entity is assignedagainstthe client. Leaving the original individual entity against the client as a contact whose relationship is changed to 'applicant'.
| | Individual client who is a trusteewithtrust details | Trust | - Thetrustentity is moved against the client, and the individual client is left as a client contact, but the relationship is changed totrustee.
| | Corporate client (or types other than multiple applicants and individual), who is not a trustee | Trust | - The client is changed to trust, and the entity type is trust too.
| | Corporate client who is a trustee | Trust | - The client’s corporate entity is added as a client contact with the relationship oftrustee. Thetrustentity is moved into the client entity.
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