Client Overview
- Julie Doyle-Whitelock (Deactivated)
The Client Overview screen is used to manage client details.
Two tabs are available on the Client Overview screen:
- General Tab
- User Defined Fields Tab
General Tab
Procedures
Changing Division
It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.
Changing the division for a client has a potentially significant impact on other Framework processes, especially if Framework Integration is in use. Changing the division can break vital links used in these processes. It is recommended that a system administrator be consulted prior to using this function.
- Click Change Division. The Change Division Integration Warning confirmation prompt will appear.
- Click Yes to change the division. The Change Region/Division confirmation prompt will appear.
- Click Yes to change the current client and all jobs for this client.
OR - Click No to change the current client only.
User Defined Fields Tab
The User Defined Fields tab displays fields that have been created using the Customisation function in Framework Administration.
Security permissions can be applied to the UDF tab, but not to the individual fields here. If a UDF is used on a customised screen, the security permissions can be applied.