Changing the Current Company - Click here to expand...
Note
Important: This is only relevant if there are multiple companies (Contexts) (i.e. Insula Business Finance, Insula Easy Loans etc.).
Click the Change Company button. The Select Company dialog will be displayed.
Select the required company.
Click the OK button.
Note
Once the client context has been changed and, depending on the Administration's Search Permissions, you may no longer be able to search for the client.
IMPORTANT CONCEPTS
When a client is not an individual, a new Asset Register group will be available on the Client Overview screen. This group indicates whether a client has assets, either as part of their applications or separately, that can be selected for leasing to other clients. To set this up, the TFS broker company must set their enterprise/context to a client.
