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Return to Client & Contact Management
Article Index
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The Client Overview screen is used to manage client details.
Two tabs are available on the Client Overview screen:
General Tab
User Defined Fields Tab
Refer to this artic;le for information on working with UDF’s User Defined Fields Administration
General Tab
Procedures
Changing Division
It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.
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Changing the division for a client has a potentially significant impact on other Framework processes, especially if Framework Integration is in use. Changing the division can break vital links used in these processes. It is recommended that a system administrator be consulted prior to using this function. |
Click Change Division. The Change Division Integration Warning confirmation prompt will appear.
Click Yes to change the division. The Change Region/Division confirmation prompt will appear.
Click Yes to change the current client and all jobs for this client.
ORClick No to change the current client only.
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After changing the division, another job will be automatically selected. |
User Defined Fields Tab
The User Defined Fields tab displays fields that have been created using the Customisation function in Framework Administration.
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Security permissions can be applied to the UDF tab, but not to the individual fields here. If a UDF is used on a customised screen, the security permissions can be applied. |