Account Applications, Applicants
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Account Applications Form, Applicants

View existing Client from Applicant

Click on the button which will open up a separate Account Application Quote Client form for you to view.

A detailed HTML summary of the Applicant showing the Client Name, Client Type, Date of Birth and Contact Details etc.

Available columns are:

ColumnDescription
Drill Down ButtonOpens the Applicant form to show details of the Applicant.
Drilldown ApplicantOpens the Applicant Details form for the Applicant being used.
Used.
Key.
NameDisplays the Client's Name.
Account Role IconDisplays the icon relating to the Account Role applied to this Applicant.
RoleThe Code given to the Account Role applied to this Client.
JointShows whether the Client is a joint party to the Account.
Drilldown Client (ClientIcon)Opens the Client form with this Client's details.
ClientDisplays the Client's Code.
NotesNotes entered on the Client's details.

Button Strip

IconDefinition
New Applicant, Add a new Applicant
Add a new Applicant Record.
Row Delete Button
Delete selected row.
Grid Row Up Button
Move the current row up (Ctrl+Up).
Grid Row Down Button
Move the current row down (Ctrl+Down).
Add New Log
Add a log for this Applicant.
Credit Enquiry
To do a Credit Enquiry on the Applicant.
Bank Account Enquiry
To do a Bank Account Enquiry on the Applicant.
PPSR Search
To do a PPSR Search on the Applicant.
PreviewPane
To show/hide the preview pane window.
Save Default Button
Save defaults for this grid