Select Clients associated with this Account

1. Select the Client from the lookup icon, or click the 'Add a new Client record' button (found in the button strip), to Add a new client.

You can paste in the Client Id by right mouse clicking and selecting the Name\Client Id.




2. In the Role column, select from the dropdown the Account Role to be assigned to the Client, e.g. Borrower, Co-Borrower and Guarantor.

If the Client is to be Joint on the Account, tick the Joint checkbox.




3. Tick the following checkboxes where required:

Signatory - tick if the Client is to be a signatory to the Account.

Privacy - tick if the Client has signed the Privacy Consent form.

Mail - tick if Documents are to use this flag. This means that if the checkbox is unticked, the Client will not receive emails.

Security - this option must be ticked for the Main client as their name will be selected as a Debtor listed on the Financing Statement.

For Australian databases. It works in conjunction with the Security Types settings.

Other Clients on the Account can be selected to also be listed as a Debtor listed on the Financing Statement.

Click the button to move on to the next page of the New Account wizard.

The following information describes the other areas of the page and what is showing.

The Clients grid shows details of the Clients that have been added to 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
	The Drilldown icon opens the Account Client form with the selected Client's details.
Account Role	The Description of the Account Role applied to this Client.
Account Role Icon	Displays the icon relating to the Account Role applied to this Client.
Addressee	The name as it is to appear in the address.
Client	Displays the Client Code.
Client Status Icon	Displays the icon relating to the Client Status.
Drilldown Client -	Opens the Client form with this Client's details.
External Id	The Code provided as an External Id.
Hide	If ticked, this Account will not be displayed in the Client, Accounts grid.
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.
Joint	Shows whether the Client is a joint party to the Account.
Mail	If ticked, this Client will receive correspondence about this Account.
Name	Displays the Client's Name.
Notes	Notes entered on the selected Client's details.
Policy Number	The insurance policy number as specified on the Account, Details page.
Policy Type	The insurance policy type as specified on the Account, Details page.
Role	The Code given to the Account Role applied to this Client.
Salutation	The name as it will appear at the top of correspondence.
Security	If ticked, this Client will be included as a Debtor when requiring a Security Statement.
Signatory	If ticked, this Client is a signatory to the Account.

Button Strip

Icon	Description
	Add a new Client Record.
	Insert a row before the current row.
	Delete the selected row.
	Duplicate the currently selected Client to create a Joint Client.
	Move the current row up (Ctrl+Up).
	Move the current row down (Ctrl+Down).
	To show/hide the preview pane window.
	Save options as defaults.

Preview Pane

The Preview Pane displays a HTML view of information and client detail based upon a Summary script.