Versions Compared

Version Old Version 6 New Version Current
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Column

Insert excerpt
TFS User Guide Table
TFS User Guide Table
nopaneltrue


Column

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.


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

...

You will only see

Image Added


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 Modified). 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.



Note

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


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

  1. Image Added


  2. Select
the communication type.
Note
  1. the
SMS option if you have it enabled. If you would like to know more about this read the article The Finance Shop - SMS ServiceSelect the
  1. required template
style
  1. .
  • Click the OK button.
    • NoteA feature of this screen is the ability to communicate with a service provider
    1. Enter your text 
    2. Click the Send button.