Clients

The Clients grid shows details of the Clients involved in this Account. As with most grids, you can adjust the columns to display only the information you wish to see.

Available columns are:

Column	Description
	Opens the Account Client form with the selected Client's details.
Client Status Icon	Displays the icon relating to the Client Status.
Account Role Icon	Displays the icon relating to the Account Role applied to this Client.
Role	The Code given to the Account Role applied to this Client.
Account Role	The Description of the Account Role applied to this Client.
Joint	Shows whether the Client is a joint party to the Account.
Drilldown Client ()	Opens the Client form with this Client's details.
Client	Displays the Client's Code.
Name	Displays the Client's Name.
External Id	The External Id details for the Client. Click here for more information.
Hide	If ticked, this Account will not be displayed in the Client, Accounts grid.
Signatory	If ticked, this Client is a signatory to the Account.
Security	If ticked, this Client will be included as a Debtor when requiring a Security Statement.
Mail	If ticked, this Client will receive correspondence about this Account.
Addressee	The name as it is to appear in the address.
Salutation	The name as it will appear at the top of correspondence.
Insurer	The Code of the Insurance Company as specified on the Account, Details page.
Insurer Name	The Name of the Insurance Company as specified on the Account, Details page.
Policy Type	The insurance policy type as specified on the Account, Details page.
Policy Number	The insurance policy number as specified on the Account, Details page.
Notes	Notes entered on the Client's details.

Button Strip

Icon	Definition
	Add a new Client Record
	Insert a row before the currently selected row
	Delete selected row
	Move the current row up (Ctrl+Up)
	Move the current row down (Ctrl+Down)
	To show/hide the preview pane window
	Save defaults for this grid

Preview Pane