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Matthew Garrett

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Expand
titleOpening the Client Overview Screen - Click here to expand...

From the Client menu, select Overview.

From the Sidebar, select Client then Overview.

Press Ctrl + T.

Click the Client Overview toolbar icon ().

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Expand
titleChanging the Client Type - Click here to expand...
Note

Important: The Table of Client Type Changes below details the results of changing from one client type to another. Please read carefully before proceeding.

  1. Click the Change Client Type button. The Select Client Type dialog will be displayed.
  2. Select the required client type.
  3. Click the OK button.

Expand
titleTable of Client Type Changes - Click here to expand...

Change From

Change To

Result

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 trusteeTrust
  • The individual entities basic entity details are copied and the new entity is assigned against the client. Leaving the original individual entity against the client as a contact whose relationship is changed to 'applicant'.
Individual client who is a trustee with trust detailsTrust
  • The trust entity is moved against the client, and the individual client is left as a client contact, but the relationship is changed to trustee.
Corporate client (or types other than multiple applicants and individual), who is not a trusteeTrust
  • The client is changed to trust, and the entity type is trust too.
Corporate client who is a trusteeTrust
  • 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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