How to add a Debt Client’s dependents
Info
NOTE: When setting up a new Client with the Debt Client Guidance feature, the User will be directed to the dependent tab without the method below.
Open the Search window
1: Click Search from the Menu – the Search window will open,
Open the required Client window
1: Click Enter to display all clients or enter some search criteria.
2: Double click on the desired client – the Client Details window will open.
Add the Dependants
1: Click Add – a new line will be added to the list.
2: Enter a name and the D.O.B, the age will be calculated.
Repeat for the required amount of dependants,
3: Click OK to save and close the window.