The Client Service Providers screen is used to select the service providers that are relevant to the client. Service providers include accountants, solicitors, banks, real estate/landlord agents, insurance brokers, insurers, and referrals.
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| title | Accessing the Client Services Screen - Click here to expand... |
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- From the Client menu, select Services.
- From the sidebar, select Client then Services.
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- Click the Edit button to change the screen into Edit Mode.
- Click the Company popup button (
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- Enter all or part of the entity's name in the Name field to further filter the Entity list.
- From the Entity list, select the required service.
- If you know the name of the contact and it is displayed in the list, select the required contact from the Contacts list.
- Click the OK button.
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A feature of this screen is the ability to communicate with a service provider. |