Define the Client Type and Manager for new External Party Clients

Client Type

Select the default Client Type for newly created External Party Client records.

Manager

Select the default Manager for newly created External Party Client records.

General

Select the General Client type to be used if no specific Client Group is specified for the External Party Types.

Broker

Select the Client Group for newly created Broker records.

Bulk Funder

Select the Client Group for newly created Bulk Funder records.

Dealer

Select the Client Group for newly created Dealer records.

Insurer

Select the Client Group for newly created Insurer records.

Client Codes

Enter the code to be allocated to the next External Party/Client created in the Company; finPOWER Connect will sequentially number External Party/Clients using this as the next code. If applicable the tag [Id] will be replaced with the External Party code.

Employee Code

Enter the code to be allocated to the each Employee created for the External Party; finPOWER Connect will number each Employee using this matrix. If applicable the tag [ExternalPartyId] will be replaced with the External Party code.

Resolved from

Select from the drop down list how the Business Development Manager for the Account is allocated.