How to Add a Clients Assets
Info
NOTE: The correct part of the Debt Management System must be authorised for each user first. Click here for instruction.
Open Search window
1: Click Search – the search window will open.
Select a client
1: If required enter some search criteria or press enter for all.
2: Double click the desired client to open.
Open the Assets Types window
1 – Click the Assets tab in the Client window – the Assets window will open.
2 – Click Add – the Add Assets Types window will open.
Add an Asset
1 – Click the required Asset Type
2 – Click OK to close the window.
Create a new Asset Type
1: Press Add – a new line will be created for editing.
2: Add a description for the New Asset Type.
3: Click OK to Save the asset and close the window.