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Client Service Providers

Client Service Providers

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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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.


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


 Editing 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 (). 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.

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.

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

 Communicating with a Service Provider -Click here to expand...
  1. Click the Communicate button (). The Communicate dialog will be displayed.


  2. Select the required template.
  3. Enter your text 
  4. Click the Send button.