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Matthew Garrett

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Expand
titleAccessing the Client Services Screen - Click here to expand...
  • From the Client menu, select Services.
  • From the sidebar, select Client then Services.


Expand
titleEditing a Service Provider - Click here to expand...
  1. Click the Edit button to change the screen into Edit Mode.
  2. Click the Company popup button (Image RemovedImage Added). The Select [Service Provider]dialog will be displayed.
  3. From the Entity Role drop-down list, select the required entity role, such as 'Accountant'.
  4. Enter all or part of the entity's name in the Name field to further filter the Entity list.
  5. From the Entity list, select the required service.
  6. If you know the name of the contact and it is displayed in the list, select the required contact from the Contacts list.
  7. Click the OK button.

Note

if a service provider is changed at any time and you have applications in progress, users will be prompted to update those applications manually with the new changes.

Expand
titleCommunicating with a Service Provider -Click here to expand...
  1. Click the Communicate button (Image Added). The Communicatedialog will be displayed.
    Image Added

  2. Select the communication type.

    Note

    You will only see the SMS option if you have it enabled. If you would like to know more about this read the article The Finance Shop - SMS Service

  3. Select the required template style.
  4. Click the OK button.
Note

A feature of this screen is the ability to communicate with a service provider.