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After creating a new client, this information can be modified on the Client Overview and Client Contacts screens. |
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Client Group
Field | Description |
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Number | Internally generated number. This can be manually changed from the default to any free text value. |
Full Name | Full name of the client. Click the Full Name copy button to copy the information entered on the Simple tab or manually enter a full name. |
Salutation | Salutation of the client. Click the Salutation copy button to copy the information entered on the Simple tab or manually enter a salutation. |
Report/Search Name | Surname(s) of the client. Click the Report/Search Name copy button to copy the information entered on the Simple tab or manually enter a report/search name. |
Client Type | Type of client. Click the Client Type popup button to select. Standard selections include:
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Priority | Priority assigned to the client. Click the Priority popup button to select. Standard selections include:
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