Client Form, Name & Details

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This form enables you to record personal details of the client including any AKA's.

Client Name and Details Individual

Name

Title

Select the Title for the client.

This list is defined by the Titles Information List.

First, Middle and Last Name

Enter the Client's First, Middle and Last Names.

Individual details

IRD No.

Enter the Client's IRD number. This must be either, an 8 digit number (prefixed with a leading zero) or a 9 digit number.

Birth Date

Enter the Client's Date of Birth.

Gender

Select from the dropdown list the client's gender.

Marital Status

Select from the dropdown list the Client's Marital Status.

This list is defined by the MaritalStatus Information List.

Dependants

Select from the dropdown list the number of Client's Dependants.

Occupation

Select from the dropdown list the Client's occupation.

This list is defined by the Occupations Information List.

Residential

Select from the dropdown list the Client's residential status.

This list is defined by the ResidentialStatus Information List.

Also Known As

This section allows you to enter and retain any other names this client is "Also Known As" (AKA's).

It allows you more control over which AKA's are included with a NZ Financing Statement that is registered on the NZ PPSR.

The Security flag is used only in New Zealand and if licensed for the PPSR Interface Add-On.
Previously, under Tools, Global Settings, Securities group, PPSR page there was an option to "Include AKA's as Debtors for an Individual?"; when ticked all AKA's were included in the Financing Statement. This has been modified to "Default send individual Client AKA as Debtor?", i.e. it is the default for new AKA's entered.
Each Client AKA (Individuals only) includes a "Security" flag, (if ticked the AKA will be included as a Debtor in the Financing Statement), and will use the overriding Date of Birth is entered.

Button Strip

Icon	Description
	Add the client's current name
	Insert a row before the current row
	Remove the selected rows
	Select all rows
	Select no rows
	Select all rows above including the current row
	Select all rows below including the current row
	Move the current row up (Ctrl+Up)
	Move the current row up (Ctrl+Down)