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Client Overview
Client Overview
The Client Overview screen is used to view and edit general and summary client information that can be viewed at a glance. More in-depth information for a client and their applications may be accessed through the client related screens and lists.
IMPORTANT CONCEPTS
- When a client is not an individual, a new Asset Register group will be available on the Client Overview screen. This group indicates whether a client has assets, either as part of their applications or separately, that can be selected for leasing to other clients. To set this up, the TFS broker company must set their enterprise/context to a client.
, multiple selections available,
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