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Client Overview

Client Overview

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

Documentation Disclaimer



         

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.


 Opening 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 ().


 Deleting a Client - Click here to expand...

Deleting a client will permanently delete them and any associated applications and quotes from the system.

Ensure the client you wish to delete is shown in the Context Bar.

  1. Click the Delete Client button. A deleting client prompt will appear.
  2. Click the Yes button to delete the client and remove all of their details and applications from TFS permanently.
    OR
    Click the No button to keep the client.
 Changing the Client Type - Click here to expand...

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.

 Table 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.
 Changing the Current Company - Click here to expand...

Important: This is only relevant if there are multiple companies (Contexts)  (i.e. Insula Business Finance, Insula Easy Loans etc.).

  1. Click the Change Company button. The Select Company dialog will be displayed.



  2. Select the required company.
  3. Click the OK button.

Once the client context has been changed and, depending on the Administration's Search Permissions, you may no longer be able to search for the client.

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.