Main Details

Client type - The client's type is displayed. You cannot change this.

For example, YIG inc trading.

Note: If you change the client's Company name, Control Centre will ask you if you also want to change their Correspondence and Report names. Select Yes to use the new default names, No to retain the current ones or Cancel to return to the Main Details form.

The names, client codes, start dates and end dates of all the directors of the company are shown in the list.

You can enter and change the Start Date and End Date for each director by clicking on the required date in the Director list and typing in the new one. These dates refer to when the director joined and left the company respectively.

View and edit the personal details of the director who is currently highlighted in the list. The director's Main Details form opens.

Make another client into a director and add them to the list via the Client Lookup window.

Removes the director who is currently highlighted from the Director list.