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These are actions that can be carried out on a open Client record.
Client Selector Select the Client Record you wish to view using the drop down arrow
Or
Highlight and delete the name in the field (if there is one)
Start typing in the name of the client
The drop down list will display with the matching client names
Select the client required
Display Client Click Display Client to update the open the Client Record
Save Click Save to Save any changes made to the Client Record. Once a client has been saved the time of the Last Save is recorded.
New Client
Find Client
Spell Check Click Spell Check to check the current open screen for spelling errors.
Spell check as you type If this is ticked, then any potential spelling errors as highlighted as information is typed in.
Go to Invoices Click Go to Invoices to open the Invoices for the selected client.
Note that the Audit Log is now available on the
System tab .
Customise Click Customise to begin
customising the Client Details area of Bp Allied.
Letters Click the down arrow on the
Letters toolbar select a Letter Template to merge with the selected client.
Delete If enabled, click Delete to Delete a Client Record from the database. Please note that this action marks the client as deleted in the database but does not actually remove them. This is to enable the Audit Log to stay intact and have a full record of all actions as they relate to a client.
There are some additional implications to this. Please see the information on
Deleting a Client .
Select the Client Record you wish to view using the drop down arrow
