Set-up, Client Screens

These set-up options allow you to vary the way the client screen works…

If “Show address defaults” is clear then when you start a new client record its address will also be clear. Alternatively, if ticked, then the new address will include prompt lines, such as “Mr A Name” (which disappear when the record is saved). You are recommended to use the prompt lines so that you enter your addresses consistently (e.g. always using line 5 for the town).

If “Copy address to mailshot” is ticked then, as shown below, lines 5 and 6 of the address will automatically be duplicated in the first two free-format user-definable mailshot fields. The system already includes a mailshot selection by postcode, but use this feature if you additionally want to be able to select by town or county.

If “Birth date” is selected, then each new business client will be treated as a person with a date of birth, as shown below. Alternatively this field will show the date the business was originally “Established”.