Client Attributes
This is the right-hand side of the Client Navigator. It displays all of the available information for the client that is highlighted in the Client List. You can create, edit and delete this information.
This section consists of a set of tabs which contain all the information for a client.
Summary
The Summary screen contains all the Main Details about a client at a glance.
Spouse
The Spouse screen becomes available if a client has a marriage event set up in the Event Log. Details about the client's spouse will then be shown on this summary screen.
Relationships
The Relationships screen has a number of options which are available dependent upon the client type:
- Businesses - This option is available for Individuals and the client type Other. If an Individual is linked to a Business within the system then the details for that business will be available when this option is selected.
- Directors - This option is available for Companies. If this option is selected then the details of the directors of the current company will be available.
- Proprietor - This option is available for Businesses. If this option is selected then the details of the proprietor of the current business will be available.
- Partners - This option is available for Partnerships. If this option is selected then the details of the partners of the current partnership will be available.
- Contacts - This option is available for all client types. If this option is selected then you will be able to add a new Contact or a new Contact Type.
- Other Addresses - This option is available for all client types. If this option is selected then you will be able to add a new Address or Address Type.
Categories
The Categories screen has a number of options:
Each of these options when selected will allow you to enter different information about the client. In the case of the Yes or No and Numbers categories this information is linked to a period. Select either 'Fixed Period' or a specific accounting period available for the client from the drop down list to the right of the options.
Dates
The Dates screen allows you to enter various information about dates and deadlines for the client, or even to enter a new date or deadline type specific to your requirements. As with the categories, these dates and deadlines are linked to a period. Select either 'Fixed Period' or a specific accounting period available for the client from the drop down list to the right of the options.
File Notes
The File Notes screen enables you to enter File Notes and or File Note categories for the client. These can also be linked to a date on which the notes become active. Enter this date in the File Notes Active box at the top of the screen. The date should be in the format dd/mm/yyyy.
Services
The Services page allows you to identify which services you provide for each client. You can also identify dates for when the service began to be provided, and/ or ceased to be provided for the client, and a set of notes relating to each service for each client. You also have the facility to report on information entered on this page through the Report Generator.