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:
Column | Description |
---|---|
![]() | Opens the Applicant form to show details of the Applicant. |
Drilldown Applicant | Opens the Applicant Details form for the Applicant being used. |
Used | . |
Key | . |
Name | Displays the Client's Name. |
Account Role Icon | Displays the icon relating to the Account Role applied to this Applicant. |
Role | The Code given to 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. |
Notes | Notes entered on the Client's details. |
Icon | Definition |
---|---|
![]() | Add a new Applicant Record. |
![]() | Delete selected row. |
![]() | Move the current row up (Ctrl+Up). |
![]() | Move the current row down (Ctrl+Down). |
![]() | Add a log for this Applicant. |
![]() | To do a Credit Enquiry on the Applicant. |
![]() | To do a Bank Account Enquiry on the Applicant. |
![]() | To do a PPSR Search on the Applicant. |
![]() | To show/hide the preview pane window. |
![]() | Save defaults for this grid |