Client Form, Security
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Security Page shows list of Security Statements for all open or closed Accounts for each client.

Clients, Security

Security Statements

ColumnDescription
Drill Down ButtonClick Drill Down Button to drilldown to the details of the Security Statement.
Security StmtThe Security Statements unique code.
DescriptionThe Security Statements description.
GroupThe Security Statements groups unique code.
Group DescriptionThe Security Statements groups description.
ManagerDetails the Security Statement Manager.
CreatedDetails the Security Statement created date.
ReviewDetails the Security Statement review date.
PPSRDetails of Security PPSR Register Status.

Button Strip

IconDescription
PreviewPane
Displays the Preview Pane
Save Default Button
Save the defaults for this grid

Preview Pane

The Clients Security Summary Page Script is configured as follows:
Script TypeSummary Page
Target ObjectClient.SecurityStatements
Script Template NameSecurityStatementSummary
Configuration NotesGlobal Settings, Clients, Scripts, SecurityStatements

Topic last updated on 28/08/2013 10:21AM Client.Security